THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2017
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
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-06
- IRS object ID
- 201803109349302310
- Schema version
- 2017v2.3
- 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 | 2018-11-06T15:02:49-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | DANIEL J GERLACH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2524427474 | PhoneNum |
| Signature | 2018-11-05 | 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 | 54621820183105000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4DB68E9310AB6A0CC47BBA369B123970E8804FD7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21113678E977CF0F147E11547FB84355093581B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Daniel J Gerlach | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $238,279,127 | 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 | 18 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $531,713 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$447,963 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,389,953 | PYContributionsGrantsAmt |
| CY Contributions Grants | $47,744,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $51,852,546 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,171,870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,488 | PYOtherRevenueAmt |
| CY Other Revenue | $4,776 | CYOtherRevenueAmt |
| PY Total Revenue | $87,246,987 | PYTotalRevenueAmt |
| CY Total Revenue | $106,921,396 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $133,579,949 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,977,505 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,977,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,126,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,332,588 | PYOtherExpensesAmt |
| CY Other Expenses | $3,568,373 | CYOtherExpensesAmt |
| PY Total Expenses | $138,890,436 | PYTotalExpensesAmt |
| CY Total Expenses | $78,672,488 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$51,643,449 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,248,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,038,999,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,129,837,199 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $171,651,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $201,052,429 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $867,348,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $928,784,770 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GOLDEN LEAF'S MISSION IS TO INCREASE ECONOMIC OPPORTUNITY IN NORTH CAROLINA'S RURAL AND TOBACCO-DEPENDENT COMMUNITIES THROUGH LEADERSHIP IN GRANTSMAKING, COLLABORATION, INNOVATION, AND STEWARDSHIP AS AN INDEPENDENT AND PERPETUAL FOUNDATION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $74,547,610 | ExpenseAmt |
| Grant | $72,977,505 | GrantAmt |
| Desc | The primary purpose for which this Corporation was formed is to promote the social welfare and lessen the burdens of government by receiving and distributing funds to be used to provide economic impact assistance to economically affected or tobacco-dependent regions of North Carolina. In accordance with the consent decree and final judgment in state of north Carolina V. Phillip Morris Incorporated, ET AL., 98 CVS 14377. Activities in which the corporation may engage in the state of North Carolina include, but are not limited to, the following: 1. Education Assistance- provision of funds for educational programs for tobacco farmers and other workers impacted or projected to be impacted by the decline in demand for and/or production of tobacco or tobacco products. 2. Job training and employment assistance - Provision of loans and grants, to be used for job training and other employment-related programs to organizations assisting tobacco farmers and other workers dependent on tobacco farming, production and sales to transition to other sources of income. 3. Scientific research - Provision of funding for scientific research to develop new uses for tobacco or for the development of alternative cash crops. 4. Economic hardship assistance - Provision of direct grants, loans and other assistance programs to alleviate economic hardship, poverty or need experienced by tobacco farmers, quota owners, their families and others as a result of decline in quota and/or production of tobacco or tobacco products. 5. Public works and industrial recruitment - Provision of grants and loans to local governments for upgrading utilities, transportation, and other public service infrastructure to attract new businesses or for more general economic development purposes. 6. Health and human services - Provision of funding for improved health care and other social services needed to maintain the stability of tobacco-dependent communities. 7. Community assistance - Provision of direct grants and loans to economically depressed and deteriorating tobacco-dependent communities to be used exclusively for public purposes. | Desc |
| Total Program Service Expenses | $74,547,610 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH EDMONDSON | PersonNm |
| Phone | 2524427474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1Txt |
| City | rocky mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|
| BO BIGGS | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| LAWRENCE DAVENPORT | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| BARRY DODSON | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DON FLOW | |||||||
| DIRECTOR-ASSISTANT SECRETARY | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM GARDNER | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TOMMY HESTER | |||||||
| DIRECTOR-TREASURER | 3.0 | 0.0 | Yes (X) | $1,248 | $0 | $0 | Yes (X) |
| RANDY ISENHOWER | |||||||
| DIRECTOR-BOARD CHAIR | 15.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | Yes (X) |
| CAROLYN JUSTICE | |||||||
| DIRECTOR-VICE CHAIR | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | Yes (X) |
| JOHNATHAN RHYNE | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | |
| LEE ROBERTS | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROSE | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $624 | $0 | $0 | |
| THOMAS STITH | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $728 | $0 | $0 | |
| DAVID STOVER | |||||||
| DIRECTOR-SECRETARY | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | Yes (X) |
| RALPH STRAYHORN | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| TOM TAFT | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEROME VICK | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| DAN GERLACH | |||||||
| PRESIDENT | 40.0 | 0.0 | $194,517 | $0 | $41,277 | Yes (X) | |
| MARK SORRELLS | |||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $186,568 | $0 | $36,617 | Yes (X) | |
| EDWARD LORD | |||||||
| VP PROGRAMS/STAFF ATTY | 40.0 | 0.0 | $129,095 | $0 | $34,481 | Yes (X) | |
| BETH EDMONDSON | |||||||
| CONTROLLER | 30.0 | 0.0 | $105,875 | $0 | $27,127 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $627,807 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | $556,531 |
| DRZ | |||||
| 250 PARK AVENUE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | Investment Mngmt | $419,309 |
| Sit Investment Associates | |||||
| 80 S 8th Street | MINNEAPOLIS | MN | 55402 | Investment MGMT | $388,047 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | Invest. Consulting | $336,395 |
| Wellington Management | |||||
| 280 Congress Street | BOSTON | MA | 02110 | INVESTMENT MNGMT | $326,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $47,500,000 | GovernmentGrantsAmt |
| All Other Contributions | $244,750 | AllOtherContributionsAmt |
| Total Contributions | $47,744,750 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,527,254 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $531,713 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,995,541 | 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 | $177,002,347 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,357,731 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,644,616 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,644,616 | TotalRevenueColumnAmt |
| Exclusion | $45,644,616 | 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 | $4,776 | TotalRevenueColumnAmt |
| Exclusion | $4,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,776 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,921,396 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $531,713 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,644,933 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,977,505 | TotalAmt |
| Program Services | $72,977,505 | 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 | $796,863 | TotalAmt |
| Program Services | $508,487 | ProgramServicesAmt |
| Management And General | $288,376 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,600 | TotalAmt |
| Program Services | $723,148 | ProgramServicesAmt |
| Management And General | $215,452 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,578 | TotalAmt |
| Program Services | $72,024 | ProgramServicesAmt |
| Management And General | $21,554 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,225 | TotalAmt |
| Program Services | $140,523 | ProgramServicesAmt |
| Management And General | $44,702 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,344 | TotalAmt |
| Program Services | $80,407 | ProgramServicesAmt |
| Management And General | $31,937 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,560 | TotalAmt |
| Management And General | $133,560 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,000 | TotalAmt |
| Management And General | $65,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,007,349 | TotalAmt |
| Management And General | $3,007,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,555 | TotalAmt |
| Management And General | $47,555 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,745 | TotalAmt |
| Management And General | $31,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,489 | TotalAmt |
| Management And General | $70,489 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,838 | TotalAmt |
| Management And General | $78,838 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,258 | TotalAmt |
| Program Services | $45,516 | ProgramServicesAmt |
| Management And General | $1,742 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,791 | TotalAmt |
| Management And General | $19,791 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BOARD OF DIRECTORS EXPENSES | $38,559 | $38,559 | $0 |
| CAPITAL OUTLAYS | $11,094 | $11,094 | |
| DUES AND MEMBERSHIPS | $9,416 | $9,416 | |
| UNRELATED BUS. INCOME TAX | $4,941 | $4,941 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,778 | TotalAmt |
| Management And General | $2,778 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,672,488 | TotalAmt |
| Program Services | $74,547,610 | ProgramServicesAmt |
| Management And General | $4,124,878 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,773 | BOYAmt |
| EOY | $1,238,843 | 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 | $94,418 | BOYAmt |
| EOY | $62,674 | 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 | $228,640 | BOYAmt |
| EOY | $136,870 | 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 | $108,114 | BOYAmt |
| EOY | $111,654 | 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 | $321,612,265 | BOYAmt |
| EOY | $396,087,112 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,669,175 | BOYAmt |
| EOY | $732,200,046 | 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 | $1,038,999,385 | BOYAmt |
| EOY | $1,129,837,199 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,980 | BOYAmt |
| EOY | $185,817 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,474,057 | BOYAmt |
| EOY | $200,866,612 | 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 | $171,651,037 | BOYAmt |
| EOY | $201,052,429 | 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 | $867,348,348 | BOYAmt |
| EOY | $928,784,770 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,348,348 | BOYAmt |
| EOY | $928,784,770 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,999,385 | BOYAmt |
| EOY | $1,129,837,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $28,248,908 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $26,578,224 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,609,290 | 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 | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,212,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,389,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,744,750 | CurrentTaxYearAmt |
| Total | $94,860,721 | 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 | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $513,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,212,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,389,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,744,750 | CurrentTaxYearAmt |
| Total | $94,860,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $94,860,721 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,504,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,759,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,177,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,100,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,527,254 | CurrentTaxYearAmt |
| Total | $49,068,348 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,488 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,776 | CurrentTaxYearAmt |
| Total | $26,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,955,443 | TotalSupportAmt |
| Public Support CY170 | 0.65896 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76534 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
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 | $2,858 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,858 | 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 program office, government relations liaison 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 | $54,330,102 | F |
| AG REALTY FND VII(TE)&FND VIII | $4,443,016 | F |
| ARC IMPACT FUND | $10,862,759 | F |
| AURORA VENTURES IV & V | $4,971,224 | F |
| BEACON CPTL STRTEGIC PTRS V&VI | $669,283 | F |
| SWIFTCURRENT OFFSHORE, LTD. | $26,272,665 | F |
| CANTILLON GLOBAL VALUE FUND | $60,185,842 | F |
| CARLYLE VENTURE PARTNERS II,LP | $2,099,052 | F |
| CAROUSEL CAPITAL PTRS III-V | $11,519,419 | F |
| COLONY INVESTORS VIII, L.P | $168,500 | F |
| DENHAM COMMODITY PTRS FND V&VI | $4,202,670 | F |
| ENCAP ENERGY CPTL FND/FLATROCK | $18,850,774 | F |
| FARALLON CAPITAL INSTITUTIONAL | $33,972,461 | F |
| FPA HAWKEYE FUND, LLC | $29,401,475 | F |
| HARVEST MLP INCOME FUND II LLC | $21,251,550 | F |
| HIGHLINE CAPITAL INTL, LTD | $32,148,499 | F |
| KING STREET CAPITAL, LTD | $24,165,285 | F |
| LEXINGTON CAPITAL PTRS V & LCP | $1,593,813 | F |
| LONE CASCADE, L.P | $34,781,497 | F |
| MATLIN PATTERSON GLOBAL OPP | $2,702,302 | F |
| MATRIX CAPITAL MGMT FD (OFSHR) | $33,300,715 | F |
| OCH-ZIFF REAL ESTATE FUND III | $4,227,695 | F |
| OZ OVERSEAS FUND II, LTD | $16,738,676 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $3,837,902 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $536,661 | F |
| SHERIDAN PRODUCTION PTRS I-B | $8,110,000 | F |
| SILCHESTER INTL VALUE EQUITY | $80,346,615 | F |
| SILVERPOINT CPTL OFFSHORE FUND | $411,426 | F |
| SYNERGY LIFE SCIENCE PTRS, L.P | $3,303,368 | F |
| REALTY ASSOC. FND VIII,IX & X | $6,654,555 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $34,808,907 | F |
| THOMAS H LEE EQUITY FUND VI,LP | $2,190,346 | F |
| TRUEBRIDGE CAPITAL PARTNERS V | $111,701 | F |
| VARDE CREDIT PARTNERS | $24,567,518 | F |
| VARDE FUND IX, X, XI & XII | $26,525,094 | F |
| WARBURG PINCUS X | $7,833,077 | F |
| WELLINGTON ARCHIPELAGO | $32,844,064 | F |
| WELLINGTON BAY POND | $22,292,100 | F |
| WELLINGTON CTF EMERGING MARKET | $44,967,438 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $732,200,046 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $130,492,271 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $26,578,224 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $26,578,224 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,914,047 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,007,349 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,007,349 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $106,921,396 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $69,055,849 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $69,055,849 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,007,349 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,609,290 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,616,639 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,672,488 | 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 $6,609,290 | 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 | $223,584,981 |
| Europe (Including Iceland and Greenland) | Investments | $60,185,842 |
| North America | Investments | $55,136,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $338,906,987 | SubtotalSpentAmt |
| Total Spent | $338,906,987 | 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 (99 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Town of Andrews | |||||||
| 1101 Main Street | Andrews | NC | 28901 | 566001164 | Gov't Entity | $200,000 | See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See Part IV See |
| Town of Ayden | |||||||
| PO Box 219 | Ayden | NC | 285130219 | 566001170 | Gov't Entity | $153,000 | See Part IV |
| County of Beaufort | |||||||
| 121 West 3rd Street | Washington | NC | 28573 | 566001521 | Gov't Entity | $450,000 | See Part IV |
| Town of Benson | |||||||
| 303 E Church Street | Benson | NC | 27504 | 566001176 | Gov't Entity | $422,159 | See Part IV |
| Town of Benson | |||||||
| 303 E Church Street | Benson | NC | 27504 | 566001176 | Gov't Entity | $500,000 | See Part IV |
| Town of Benson | |||||||
| 303 E Church Street | Benson | NC | 27504 | 566001176 | Gov't Entity | $565,187 | See Part IV |
| County of Bertie | |||||||
| PO Box 588 | Windsor | NC | 27983 | 566000276 | Gov't Entity | $240,000 | See Part IV |
| County of Bladen | |||||||
| PO Box 2350 | Elizabethtown | NC | 28337 | 566000277 | Gov't Entity | $390,000 | See Part IV |
| Bladen Community College | |||||||
| PO Box 266 | Dublin | NC | 283320266 | 560894927 | Gov't Entity | $168,725 | See Part IV |
| Bladen's Bloomin' | |||||||
| 218-A Aviation Pkwy | Elizabethtown | NC | 28337 | 460502334 | 501(C)(3) | $200,000 | See Part IV |
| Town of Candor | |||||||
| PO Box 220 | Candor | NC | 27229 | 566001191 | Gov't Entity | $230,365 | See Part IV |
| Ctr for Creative Leadership | |||||||
| One Leadership Place | Greensboro | NC | 27410 | 237079591 | 501(C)(3) | $1,730,000 | See Part IV |
| Town of Cerro Gordo | |||||||
| PO Box 26 | Cerro Gordo | NC | 28430 | 561090005 | Gov't Entity | $459,200 | See Part IV |
| City of Claremont | |||||||
| PO Box 446 | Claremont | NC | 28610 | 566018221 | Gov't Entity | $250,000 | See Part IV |
| Contentnea Metro Sewer Dist | |||||||
| PO Box 477 | Grifton | NC | 28530 | 561153915 | Gov't Entity | $2,000,000 | See Part IV |
| County of Cumberland | |||||||
| PO Box 1829 | Fayetteville | NC | 283021829 | 566000291 | Gov't Entity | $500,000 | See Part IV |
| Cumberland County Hospital | |||||||
| 1638 Owen Drive | Fayetteville | NC | 28304 | 560845796 | 501(C)(3) | $375,350 | See Part IV |
| County of Dare | |||||||
| PO Box 1000 | Manteo | NC | 27954 | 566000293 | Gov't Entity | $133,665 | See Part IV |
| Durham Tech Comm College Fdn | |||||||
| 1637 Lawson Street | Durham | NC | 27703 | 561423848 | Gov't Entity | $400,000 | See Part IV |
| East Carolina University | |||||||
| East Fifth Street | Greenville | NC | 27858 | 566000403 | Gov't Entity | $172,754 | See Part IV |
| County of Edgecombe | |||||||
| PO Box 10 | Tarboro | NC | 27886 | 566000298 | Gov't Entity | $540,000 | See Part IV |
| Edgecombe Community College | |||||||
| 2009 W Wilson Street | Tarboro | NC | 27886 | 560897301 | Gov't Entity | $10,000,000 | See Part IV |
| Edgecombe Community College | |||||||
| 2009 W Wilson Street | Tarboro | NC | 27886 | 560897301 | Gov't Entity | $500,000 | See Part IV |
| ERC Broadband | |||||||
| 151 Patton Avenue | Asheville | NC | 28801 | 562150550 | 501(C)(3) | $174,429 | See Part IV |
| Town of Elizabethtown | |||||||
| PO Box 716 | Elizabethtown | NC | 28337 | 566001217 | Gov't Entity | $2,518,950 | See Part IV |
| Fair Bluff Fire Department | |||||||
| PO Box 645 | Fair Bluff | NC | 28463 | 561774481 | 501(C)(3) | $500,392 | See Part IV |
| City of Fayetteville | |||||||
| PO Drawer D | Fayetteville | NC | 283021746 | 566001226 | Gov't Entity | $786,510 | See Part IV |
| City of Fayetteville | |||||||
| PO Drawer D | Fayetteville | NC | 283021746 | 566001226 | Gov't Entity | $275,822 | See Part IV |
| Town of Fountain | |||||||
| PO Box 134 | Fountain | NC | 278290134 | 566001228 | Gov't Entity | $385,000 | See Part IV |
| County of Franklin | |||||||
| 113 Market Street | Louisburg | NC | 27549 | 566000299 | Gov't Entity | $884,934 | See Part IV |
| Franklin Co Public Schools | |||||||
| 53 West River Road | Louisburg | NC | 27549 | 566001029 | Gov't Entity | $615,066 | See Part IV |
| City of Goldsboro | |||||||
| PO Drawer A | Goldsboro | NC | 27530 | 566000228 | Gov't Entity | $285,000 | See Part IV |
| Good Hope Hospital Inc | |||||||
| PO Box 639 | Erwin | NC | 28339 | 560554209 | 501(C)(3) | $600,000 | See Part IV |
| Granville Health System | |||||||
| 1010 College Street | Oxford | NC | 27565 | 560593547 | Gov't Entity | $500,000 | See Part IV |
| County of Greene | |||||||
| 229 Kingold Blvd | Snow Hill | NC | 28580 | 566000304 | Gov't Entity | $650,000 | See Part IV |
| County of Harnett | |||||||
| PO Box 759 | Lillington | NC | 27546 | 566000306 | Gov't Entity | $500,000 | See Part IV |
| Harnett County Schools | |||||||
| PO Box 1029 | Lillington | NC | 27546 | 566001044 | Gov't Entity | $400,000 | See Part IV |
| Town of Hertford | |||||||
| PO Box 32 | Hertford | NC | 279440032 | 566001243 | Gov't Entity | $637,094 | See Part IV |
| Town of Hope Mills | |||||||
| 5770 Rockfish Road | Hope Mills | NC | 28348 | 566001250 | Gov't Entity | $400,000 | See Part IV |
| County of Jackson | |||||||
| 401 Grindstaff Cove Rd | Sylva | NC | 28779 | 566000310 | Gov't Entity | $50,000 | See Part IV |
| Lumbee Land Development Inc | |||||||
| PO Box 2709 | Pembroke | NC | 28372 | 562259380 | 501(c)(3) | $585,556 | See Part IV |
| City of Lumberton | |||||||
| PO Box 1388 | Lumberton | NC | 28359 | 566001274 | Gov't Entity | $1,250,000 | See Part IV |
| Montgomery County Schools | |||||||
| 441 Page Street | Troy | NC | 27371 | 566001076 | Gov't Entity | $105,500 | See Part IV |
| Nash Community College | |||||||
| PO Box 7488 | Rocky Mount | NC | 27804 | 560895794 | Gov't Entity | $250,000 | See Part IV |
| County of Nash | |||||||
| 120 W Washington ST | Nashville | NC | 27856 | 566000323 | Gov't Entity | $1,250,000 | See Part IV |
| County of Nash | |||||||
| 120 W Washington ST | Nashville | NC | 27856 | 566000323 | Gov't Entity | $132,000 | See Part IV |
| Town of Nashville | |||||||
| PO Drawer 987 | Nashville | NC | 27856 | 566001300 | Gov't Entity | $500,000 | See Part IV |
| Natural Capital Invstmnt Fund | |||||||
| 77 Vilcom Center Dr | Chapel Hill | NC | 27514 | 542058754 | 501(c)3 | $200,000 | See Part IV |
| NC Central University | |||||||
| 1801 Fayetteville Street | Durham | NC | 27707 | 566000730 | Gov't Entity | $350,000 | See Part IV |
| NC Community College System | |||||||
| 5016 Mail Service Center | Raleigh | NC | 27699 | 561288079 | Gov't Entity | $775,000 | See Part IV |
| NC Rural Economic Dev Ctr | |||||||
| 4021 Carya Drive | Raleigh | NC | 27610 | 561552375 | 501(c)3 | $199,968 | See Part IV |
| NC State Educ Assistance Auth | |||||||
| PO Box 13663 | RESEARCH T P | NC | 277093663 | 566172047 | Gov't Entity | $2,508,000 | See Part IV |
| NC State Univ - Friday Inst | |||||||
| 1890 Main Campus DR | Raleigh | NC | 276067249 | 566000756 | Gov't Entity | $200,000 | See Part IV |
| NC State University | |||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957653 | 566000756 | Gov't Entity | $2,200,000 | See Part IV |
| NC State University | |||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957653 | 566000756 | Gov't Entity | $123,271 | See Part IV |
| NC State University | |||||||
| 2701 Sullivan Drive | Raleigh | NC | 276957653 | 566000756 | Gov't Entity | $150,000 | See Part IV |
| NC State University | |||||||
| Campus Box 7514 - SRARCS | Raleigh | NC | 27695 | 566000756 | Gov't Entity | $300,000 | See Part IV |
| Town of Oak Island | |||||||
| 4601 E Oak Island DR | Oak Island | NC | 28465 | 566021949 | Gov't Entity | $1,500,000 | See Part IV |
| The Ocracoke Foundation Inc | |||||||
| PO Box 1689 | Ocracoke | NC | 27960 | 562602254 | 501(c)3 | $175,820 | See Part IV |
| Onslow County Schools | |||||||
| 200 Broadhurst Road | Jacksonville | NC | 28540 | 566001089 | Gov't Entity | $575,000 | See Part IV |
| RMOIC | |||||||
| PO Box 2723 | Rocky Mount | NC | 27802 | 560946196 | 501(c)3 | $275,000 | See Part IV |
| County of Orange | |||||||
| 131 W Margaret Lane | Hillsborough | NC | 27278 | 566000327 | Gov't Entity | $128,000 | See Part IV |
| Piedmont Community College | |||||||
| PO Box 1197 | Roxboro | NC | 27573 | 560990351 | Gov't Entity | $199,891 | See Part IV |
| Pine Terrace Fire Department | |||||||
| 38 Waynes Rd | Lumberton | NC | 28358 | 561961402 | 501(c)3 | $405,395 | See Part IV |
| Pitt County-Airport Auth | |||||||
| 400 Airport Road | Greenville | NC | 27835 | 566166223 | Gov't Entity | $754,257 | See Part IV |
| Town of Pollocksville | |||||||
| PO Box 97 | Pollocksville | NC | 285730097 | 561054547 | Gov't Entity | $91,800 | See Part IV |
| Town of Pollocksville | |||||||
| PO Box 97 | Pollocksville | NC | 285730097 | 561054547 | Gov't Entity | $64,000 | See Part IV |
| Town of Princeton | |||||||
| PO Box 67 | Princeton | NC | 27569 | 566017367 | Gov't Entity | $497,874 | See Part IV |
| Public Schools of Robeson Co | |||||||
| PO Drawer 2909 | Lumberton | NC | 28359 | 566001104 | Gov't Entity | $2,600,000 | See Part IV |
| Reinvestment Partners | |||||||
| 110 E Geer St | Durham | NC | 27701 | 311587628 | 501(c)(3) | $40,000 | See Part IV |
| Richmond Community College | |||||||
| PO Box 1189 | Hamlet | NC | 28345 | 560818376 | Gov't Entity | $200,000 | See Part IV |
| City of Rocky Mount | |||||||
| PO Box 1180 | Rocky Mount | NC | 278021180 | 566001323 | Gov't Entity | $175,000 | See Part IV |
| City of Rocky Mount | |||||||
| PO Box 1180 | Rocky Mount | NC | 278021180 | 566001323 | Gov't Entity | $208,022 | See Part IV |
| Sampson Comm College Fdn | |||||||
| PO Box 318 | Clinton | NC | 28329 | 570834646 | 501(c)(3) | $200,000 | See Part IV |
| City of Sanford | |||||||
| PO Box 3729 | Sanford | NC | 273313729 | 566001328 | Gov't Entity | $1,500,000 | See Part IV |
| Town of Siler City | |||||||
| PO Box 769 | Siler City | NC | 27344 | 566001334 | Gov't Entity | $2,000,000 | See Part IV |
| Town of Siler City | |||||||
| PO Box 769 | Siler City | NC | 27344 | 566001334 | Gov't Entity | $600,000 | See Part IV |
| Town of Smithfield | |||||||
| PO Box 761 | Smithfield | NC | 27577 | 566001335 | Gov't Entity | $70,000 | See Part IV |
| Town of Smithfield | |||||||
| PO Box 761 | Smithfield | NC | 27577 | 566001335 | Gov't Entity | $500,000 | See Part IV |
| Southeastern Reg Med Ctr | |||||||
| 300 West 27th Street | Lumberton | NC | 28359 | 560530233 | 501(c)3 | $354,600 | See Part IV |
| Town of St Pauls | |||||||
| 210 W Blue Street | St Pauls | NC | 28384 | 566001327 | Gov't Entity | $350,000 | See Part IV |
| Stokes County Schools | |||||||
| PO Box 50 | Danbury | NC | 27016 | 566001116 | Gov't Entity | $200,000 | See Part IV |
| Sylvan Heights Waterfowl Park | |||||||
| PO Drawer 368 | Scotland Neck | NC | 27874 | 020774368 | 501(c)(3) | $55,400 | See Part IV |
| Town of Tarboro | |||||||
| PO Box 220 | Tarboro | NC | 27886 | 566001350 | Gov't Entity | $328,228 | See Part IV |
| County of Tyrrell | |||||||
| PO Box 449 | Columbia | NC | 279250449 | 566000344 | Gov't Entity | $366,000 | See Part IV |
| University Health Systems | |||||||
| PO Box 8489 | Greenville | NC | 278358489 | 200777374 | 501(c)(3) | $10,782,315 | See Part IV |
| County of Vance | |||||||
| 122 Young Street | Henderson | NC | 27536 | 566000346 | Gov't Entity | $522,987 | See Part IV |
| Vance County Schools | |||||||
| 1724 Graham Avenue | Henderson | NC | 27536 | 566001124 | Gov't Entity | $400,000 | See Part IV |
| County of Warren | |||||||
| PO Box 619 | Warrenton | NC | 27589 | 566000348 | Gov't Entity | $200,000 | See Part IV |
| County of Wayne | |||||||
| 224 E Walnut St | Goldsboro | NC | 27530 | 566001520 | Gov't Entity | $150,000 | See Part IV |
| Wayne County Dev Alliance | |||||||
| 309 E Chestnut Street | Goldsboro | NC | 27530 | 205132258 | 501(c)3 | $1,621,000 | See Part IV |
| City of Whiteville | |||||||
| PO Box 607 | Whiteville | NC | 28472 | 566001372 | Gov't Entity | $400,000 | See Part IV |
| City of Whiteville | |||||||
| PO Box 607 | Whiteville | NC | 28472 | 566001372 | Gov't Entity | $236,500 | See Part IV |
| City of Wilson | |||||||
| PO Box 10 | Wilson | NC | 27894 | 566000240 | Gov't Entity | $1,100,000 | See Part IV |
| Town of Windsor | |||||||
| PO Box 508 | Windsor | NC | 27983 | 566001375 | Gov't Entity | $311,720 | See Part IV |
| Working Landscapes | |||||||
| 108C South Main Street | Warrenton | NC | 27589 | 272082921 | 501(c)3 | $200,000 | See Part IV |
| County of Wayne | |||||||
| 224 E Walnut St | Goldsboro | NC | 275330227 | 566001520 | Gov't Entity | $183,249 | See Part IV |
| Town of Fair Bluff | |||||||
| PO Box 157 | Fair Bluff | NC | 28439 | 566001222 | Gov't Entity | $100,000 | See Part IV |
| Town of Fremont | |||||||
| P O Box 4 | Fremont | NC | 27830 | 566001231 | Gov't Entity | $329,450 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 99 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GRANTS MONITORING - FORM 990, SCHEDULE I, LINE 2 | APPLICANTS THAT RECEIVE AWARDS FROM THE BOARD ARE REQUIRED TO SIGN A GRANTEE ACKNOWLEDGEMENT & AGREEMENT, WHICH STATES GUIDELINES AND CONDITIONS FOR A GRANT. GRANTEES MUST ALSO ATTEND A GRANTS MANAGEMENT TRAINING SESSION, UNLESS WAIVED BY THE SENIOR VICE PRESIDENT OR PRESIDENT OF THE FOUNDATION FOR GOOD CAUSE. GOOD CAUSE INCLUDES, FOR EXAMPLE, THE GRANTEE HAS PREVIOUSLY SUCCESSFULLY MANAGED A GRANT FROM THE FOUNDATION. THE GRANTEE ACKNOWLEDGEMENT & AGREEMENT MAY CONTAIN CONDITIONS THAT MUST BE SATISFIED BEFORE FUNDS WILL BE RELEASED. THESE CONDITIONS, ALONG WITH REQUIREMENTS FOR INTERIM AND FINAL REPORTS, ARE ENTERED IN A DATABASE. ONCE THE FOUNDATION RECEIVES THE SIGNED GRANTEE ACKNOWLEDGEMENT & AGREEMENT, EVIDENCE THAT PRECONDITIONS HAVE BEEN MET, AND A WRITTEN REQUEST FOR PAYMENT, THE APPLICANT IS ELIGIBLE TO RECEIVE AN INITIAL DISBURSEMENT. GRANTEES MAY RECEIVE ADVANCES IN INCREMENTS OF UP TO 20% OF THE GRANT AWARD OR REIMBURSEMENTS OF UP TO 80% OF THE GRANT AWARD OR A COMBINATION OF ADVANCES AND REIMBURSEMENTS WITHIN THOSE RESPECTIVE LIMITS. A SUM EQUAL TO 20% OF THE TOTAL AMOUNT OF THE GRANT IS RETAINED BY THE FOUNDATION UNTIL COMPLETION OF THE GRANTEE'S OBLIGATIONS UNDER THE GRANT, INCLUDING THE SUBMISSION TO THE FOUNDATION OF A FINAL REPORT ON THE FUNDED PROJECT AND SATISFACTION OF ANY REMAINING CONDITIONS TO RELEASE OF FUNDS. THE PRESIDENT OF THE FOUNDATION HAS THE AUTHORITY TO MODIFY THIS RELEASE SCHEDULE. GRANTEES MAY USE FUNDS ONLY FOR ITEMS IDENTIFIED IN THE PROJECT'S APPROVED BUDGET. SHOULD THE GRANTEE SEEK TO SPEND FUNDS ON A ITEM NOT INCLUDED IN THE BUDGET OR IN AN AMOUNT IN EXCESS OF THE APPROVED BUDGET AMOUNT, THE GRANTEE MUST RECEIVE APPROVAL OF A BUDGET MODIFICATION. IN NO EVENT MAY A GRANTEE SPEND GOLDEN LEAF FUNDS IN EXCESS OF THE AMOUNT AWARDED BY THE GOLDEN LEAF BOARD. GRANTEES MUST SUBMIT INTERIM REPORTS IN SIX MONTH INCREMENTS BEGINNING SIX MONTHS AFTER THE AWARD DATE AND A FINAL REPORT WITHIN 60 DAYS AFTER COMPLETION OF THE PROJECT, THOUGH THIS SCHEDULE MAY BE ADJUSTED IF APPROPRIATE FOR A PROJECT. IN SOME CASES, GRANTEES ARE ALSO REQUIRED TO SUBMIT REPORTS AFTER THE CONCLUSION OF THE PROJECT TO DOCUMENT ONGOING ACTIVITIES AND OUTCOMES. THE REPORTS INCLUDE INFORMATION REGARDING THE WORK ACCOMPLISHED COMPARED TO AN APPROVED LIST OF ACTIVITIES, REPORTED OUTCOMES OF THE PROJECT COMPARED TO APPROVED PROJECTED OUTCOMES, AND EXPENDITURE REPORTS. USING A SAMPLING PROCESS, THE FOUNDATION VERIFIES REPORTED ACTIVITIES, OUTCOMES, AND EXPENDITURES BY REVIEWING SUPPORTING DOCUMENTATION. FOUNDATION STAFF ALSO CONDUCTS SITE VISITS FOR SOME OF THE PROJECTS. THE GRANT MONITORING PROCESS IS RISK ADJUSTED, WITH SOME GRANTEES, SUCH AS THOSE WITH LESS GRANTS MANAGEMENT EXPERIENCE AND CAPACITY, RECEIVING MORE INTENSIVE MONITORING. |
| Schedule I, Part II, Column h, Purpose of grant or assistance: | 1 Project Wildcat 2 Montclair Storm Drainage Improvements 3 Northside Water System Backup Generators 4 Town of Benson Replacement Fire Engine 2 5 Town of Benson Replacement Public Works Building 6 Town of Benson Stormwater Infrastructure Rehabilitation 7 Bertie County Teacher Housing Initiative 8 Provide Four Emergency Electric Power Generators for County Water System Wells 9 BCC STEM and Advanced Manufacturing/Technology Career Coach 10 Bladenboro Health Booster 11 Town of Candor Pump Stations 12 Golden LEAF Scholars Leadership Program - 2018-19 13 Cerro Gordo Town Hall 14 Claremont Project Light Year - Wastewater Treatment Expansion 15 CMSD WWTP and Pump Station Hazard Mitigation Improvements 16 Hurricane Matthew Recovery Creek Stream Debris Removal 17 Cape Fear Valley Health - Hazard Mitigation 18 Reimbursement for Emergency Dredging at Wanchese Channel/Harbor 19 Advanced Manufacturing Pathway 20 Filling the Internet of Things (IIoT) Skills Gap 21 Princeville Volunteer Fire Dept. 22 Advanced Manufacturing Training Center 23 Manufacturing Programs Equipment Enhancement 24 Project Bobcat 25 Elizabethtown Rescue & Fire Facility 26 Replacement Station for Fair Bluff Fire Department and Rescue Squad, Inc. 27 Hurricane Matthew Recovery: Beaver Creek and Bones Creek Debris Removal 28 Hurricane Matthew Recovery: Cross Creek Cemetery Bank Stabilization Project 29 Mill Street Storm Drainage Improvements 30 Duke LifePoint Maria Parham Medical Franklin Expansion 31 T3 2.0: Technology, Teaching and Transformation 1:1 Initiative 32 Hurricane Matthew Recovery 33 Behavioral Health Bed Expansion 34 Granville Primary Care Rural Health Clinic 35 Greene County EOC and Communications Relocation 36 Brightwater Technology Park Infrastructure Improvements 37 Preparing Harnett County Students to be Tomorrow's Workforce 38 Sanitary Sewer Collection System Rehabilitation 39 Waterways Debris Cleanup 40 Water and Sewer Extension Project for Jackson County, NC 41 Above and Beyond Infrastructure Project 42 VFW Railroad Floodgate Project 43 Capacity Building for Digital Learning 44 Nash Community College Advanced Manufacturing 45 Middlesex Corporate Centre Phase 1 Water & Sewer & Road 46 Tar River Debris Removal 47 Elm Street Stormwater Repairs 48 Support for Job-creating Small Businesses in Rural, Underserved Western North Carolina Counties 49 BRITE Building Internship Opportunities for Rural NC 50 Golden LEAF Scholars Program - Two-Year Colleges 51 Regional Training and Capacity Building Program 52 Golden LEAF Scholarship Program 2018-19 53 Phase IV: Leadership Support for Digital Learning Initiatives 54 Food Manufacturing Innovation Center Pilot Plant Initiative 55 Pea as a High Protein Feed Source for Livestock Production in North Carolina 56 Soldier to Agriculture Program 57 Extension Agent Training and Community and Rural Development Training 58 Yaupon Pier Replacement 59 Will Willis Store & Fish House and Dock - Disaster Recovery 60 Eastern North Carolina Regional Skills Center 61 Integrated Training Academy 62 PFAP Regional Cold-Chain and Copacking Initiative 63 Piedmont Community College's Advanced Manufacturing Enhancement Grant (PCC's AME Grant) 64 Pine Terrace Fire Station 65 PGV Taxilane Reconstruction - Supplemental Request 66 Pollocksville Hwy 17 Waterline Replacement/Relocation 67 Water Treatment Plant Electrical Panel Replacement 68 Beaver Dam Ditch Repair and Stabilization Project-Area A 69 Public Schools of Robeson County Equipment Replacement 70 Building Capacity at Bull City Cool 71 Simulation Hospital 72 Parkers Canal Drainage Improvement Project 73 Restoration of Sunset Park and Battle Park Structures and Trails 74 Sampson Community College Truck Driver Training Site 75 Sanford/Lee County Regional Airport Sewer Extension Project 76 Mountaire Farms, Inc. Wastewater Treatment Plant Improvements and Expansion 77 Town of Siler City Water Treatment Plant Improvements 78 Smithfield Disaster Recovery and Renewal 79 Smithfield Water Delivery Initiative 80 SEH Disaster Hazard Mitigation Plan 81 Johnson and Elizabeth Street Storm Drain Improvements 82 Bridging the Divide - Creating a Personalized Learning Environment for Middle Schools 83 Outdoor Pavilion & Education Center 84 MA Ray Center and Clark Park 85 Maintenance Garage Replacement 86 Cancer Center and Bed Tower at Vidant Medical Center 87 Project Mikey 88 Workforce Aligned Virtual Reality STEM Labs 89 Wise I-85 Exit 233 Interchange Water and Sewer Extension 90 C.O.W.S. Continued 91 Seven Springs Community Volunteer Fire Department Station Replacement 92 Downtown Municipal Service District (DMSD) Stormwater Improvements 93 Equipment Replacement/Disaster Recovery - Hurricane Matthew 94 Wilson Innovation Hub 95 Windsor Rescue Pump Station Improvements 96 Connecting Local Farms to Institutional Markets: Working Landscapes Produce Center Expansion 97 Sewer Lift Station - Genoa 98 Fair Bluff Municipal Buildings 99 Fremont Pump Station No. 1 (Hillandale Drive) Rehabilitation |
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 | $194,517 | $0 | $0 | $0 | $0 | $0 | $19,890 | $0 | $21,387 | $0 | $235,794 | $0 | $0 | $0 |
| MARK SORRELLS | ||||||||||||||
| SENIOR VICE PRESIDENT | $186,568 | $0 | $0 | $0 | $0 | $0 | $18,782 | $0 | $17,835 | $0 | $223,185 | $0 | $0 | $0 |
| EDWARD LORD | ||||||||||||||
| VP PROGRAMS/STAFF ATTY | $129,095 | $0 | $0 | $0 | $0 | $0 | $13,370 | $0 | $21,111 | $0 | $163,576 | $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 |
|---|---|
| APPROVAL OF GOVERNING BODY DECiSIONS - FORM 990, PART VI, LINE 6,7A and 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 $6,609,290 |
| OVERSIGHT/SELECTION PROCESS - FORM 990, PART XII, LINE 2C | The process has not changed from the prior year. |