THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2016
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
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-06
- IRS object ID
- 201703109349300415
- Schema version
- 2016v3.1
- 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 | 2017-11-06T08:10:34-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 |
| Signature | 2017-11-03 | 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 |
| Preparation | 2017-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.163.152.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820173105000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 94054B4C95E57A49C25252CF0B3A8131BF8CC5E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02B1B18EFD7ADBEA54A08273E5AF702D2A184C9E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $363,465,797 | 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 | $223,927 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,212,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,389,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,066,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,852,546 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,332 | PYOtherRevenueAmt |
| CY Other Revenue | $4,488 | CYOtherRevenueAmt |
| PY Total Revenue | $31,281,508 | PYTotalRevenueAmt |
| CY Total Revenue | $87,246,987 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $34,160,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $133,579,949 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,943,299 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,977,899 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,000,645 | PYOtherExpensesAmt |
| CY Other Expenses | $3,332,588 | CYOtherExpensesAmt |
| PY Total Expenses | $39,104,679 | PYTotalExpensesAmt |
| CY Total Expenses | $138,890,436 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,823,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$51,643,449 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $916,425,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,038,999,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,996,660 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,651,037 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $848,429,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $867,348,348 | 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 | $135,028,617 | ExpenseAmt |
| Grant | $133,579,949 | 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 | $135,028,617 | 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 | 23 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH EDMONDSON | PersonNm |
| Phone | 2524427474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1Txt |
| City | rocky mount | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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) | $1,248 | $0 | $0 | |
| BRITT COBB | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,248 | $0 | $0 | |
| LAWRENCE DAVENPORT | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | |
| BARRY DODSON | |||||||
| DIRECTOR-BOARD CHAIR | 15.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DON FLOW | |||||||
| DIRECTOR-TREASURER | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM GARDNER | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BILLY RAY HALL | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | |
| TOMMY HESTER | |||||||
| DIRECTOR-SECRETARY | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | Yes (X) |
| RANDY ISENHOWER | |||||||
| DIRECTOR-VICE CHAIR | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | Yes (X) |
| CAROLYN JUSTICE | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | |
| JOHNATHAN RHYNE | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LEE ROBERTS | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROSE | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| RUTH SAMUELSON | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $624 | $0 | $0 | |
| THOMAS STITH | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID STOVER | |||||||
| DIRECTOR-ASSISTANT SECRETARY | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | Yes (X) |
| RALPH STRAYHORN | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | |
| JEROME VICK | |||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $832 | $0 | $0 | |
| DAN GERLACH | |||||||
| PRESIDENT | 40.0 | 0.0 | $195,065 | $0 | $40,889 | Yes (X) | |
| MARK SORRELLS | |||||||
| SENIOR VICE PRESIDENT | 40.0 | 0.0 | $182,851 | $0 | $35,604 | Yes (X) | |
| EDWARD LORD | |||||||
| VP PROGRAMS/STAFF ATTY | 40.0 | 0.0 | $126,402 | $0 | $33,643 | Yes (X) | |
| BETH EDMONDSON | |||||||
| CONTROLLER | 30.0 | 0.0 | $100,772 | $0 | $26,415 | Yes (X) | |
| PETER CERA PARTIAL YEAR | |||||||
| VP INVESTMENTS | 40.0 | 0.0 | $58,456 | $0 | $7,080 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $675,402 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $143,631 | 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 | $483,622 |
| DRZ | |||||
| 250 PARK AVENUE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | Investment Mngmt | $349,252 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | Invest. consulting | $319,022 |
| WELLINGTON MANAGEMENT | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02110 | Investment Mngmt | $204,768 |
| RICE HALL JAMES ASSOCIATES LLC | |||||
| 600 WEST BROADWAY SUITE 1000 | SAN DIEGO | CA | 92101 | INVESTMENT MNGMT | $202,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $35,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $389,953 | AllOtherContributionsAmt |
| Total Contributions | $35,389,953 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,324,377 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $223,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,100,450 | 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 | $318,746,979 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $276,218,810 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,528,169 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,528,169 | TotalRevenueColumnAmt |
| Exclusion | $42,528,169 | 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 | $4,488 | TotalRevenueColumnAmt |
| Exclusion | $4,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,488 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,246,987 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $223,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $51,633,107 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,579,949 | TotalAmt |
| Program Services | $133,579,949 | 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 | $789,478 | TotalAmt |
| Program Services | $490,253 | ProgramServicesAmt |
| Management And General | $299,225 | 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 | $800,794 | TotalAmt |
| Program Services | $653,972 | ProgramServicesAmt |
| Management And General | $146,822 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,101 | TotalAmt |
| Program Services | $65,591 | ProgramServicesAmt |
| Management And General | $14,510 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,651 | TotalAmt |
| Program Services | $126,256 | ProgramServicesAmt |
| Management And General | $82,395 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,875 | TotalAmt |
| Program Services | $73,252 | ProgramServicesAmt |
| Management And General | $25,623 | 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 | $125,315 | TotalAmt |
| Management And General | $125,315 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,460 | TotalAmt |
| Management And General | $64,460 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,633,573 | TotalAmt |
| Management And General | $2,633,573 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,750 | TotalAmt |
| Management And General | $30,750 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,576 | TotalAmt |
| Management And General | $14,576 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,345 | TotalAmt |
| Management And General | $37,345 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,651 | TotalAmt |
| Management And General | $71,651 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,647 | TotalAmt |
| Management And General | $125,647 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,723 | TotalAmt |
| Program Services | $39,344 | ProgramServicesAmt |
| Management And General | $1,379 | 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 | $19,470 | TotalAmt |
| Management And General | $19,470 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| UNRELATED BUS. INCOME TAX | $69,551 | $69,551 |
| BOARD OF DIRECTORS EXPENSES | $49,533 | $49,533 |
| CAPITAL OUTLAYS | $37,685 | $37,685 |
| DUES AND MEMBERSHIPS | $9,413 | $9,413 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,896 | TotalAmt |
| Management And General | $2,896 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,890,436 | TotalAmt |
| Program Services | $135,028,617 | ProgramServicesAmt |
| Management And General | $3,861,819 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,099 | BOYAmt |
| EOY | $1,286,773 | 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 | $130 | BOYAmt |
| EOY | $94,418 | 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 | $174,211 | BOYAmt |
| EOY | $228,640 | 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 | $99,548 | BOYAmt |
| EOY | $108,114 | 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 | $272,293,598 | BOYAmt |
| EOY | $321,612,265 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,989,241 | BOYAmt |
| EOY | $715,669,175 | 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 | $916,425,827 | BOYAmt |
| EOY | $1,038,999,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,307 | BOYAmt |
| EOY | $176,980 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,837,353 | BOYAmt |
| EOY | $171,474,057 | 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 | $67,996,660 | BOYAmt |
| EOY | $171,651,037 | 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 | $848,429,167 | BOYAmt |
| EOY | $867,348,348 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,429,167 | BOYAmt |
| EOY | $867,348,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,425,827 | BOYAmt |
| EOY | $1,038,999,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$51,643,449 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $67,460,693 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,101,937 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | 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 | $105,581,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,212,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,389,953 | CurrentTaxYearAmt |
| Total | $152,697,107 | 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 | $105,581,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $513,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,212,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,389,953 | CurrentTaxYearAmt |
| Total | $152,697,107 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $152,697,107 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,250,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,504,307 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,759,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,177,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,100,450 | CurrentTaxYearAmt |
| Total | $46,791,656 | 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 | $5,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,488 | CurrentTaxYearAmt |
| Total | $26,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $199,515,563 | TotalSupportAmt |
| Public Support CY170 | 0.76534 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80116 | 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 | $3,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $3,500 | 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's 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 | $50,960,466 | F |
| AG REALTY FND VII(TE)&FND VIII | $6,779,920 | F |
| ARC IMPACT FUND | $10,231,690 | F |
| AURORA VENTURES IV & V | $5,832,331 | F |
| BEACON CPTL STRTEGIC PTRS V&VI | $1,485,957 | F |
| SWIFTCURRENT OFFSHORE, LTD. | $24,328,435 | F |
| CANTILLON GLOBAL VALUE FUND | $50,557,938 | F |
| CARLYLE VENTURE PARTNERS II,LP | $1,903,910 | F |
| CAROUSEL CAPITAL PTRS III&IV | $7,893,250 | F |
| CBRE CLARION GLOBAL REAL | $42,222,823 | F |
| COLONY INVESTORS VIII, L.P | $581,000 | F |
| DENHAM COMMODITY PTRS FND V&VI | $4,328,572 | F |
| ENCAP ENERGY CPTL FND/FLATROCK | $15,848,722 | F |
| FARALLON CAPITAL INSTITUTIONAL | $28,224,137 | F |
| FPA HAWKEYE FUND, LLC | $29,102,074 | F |
| HARVEST MLP INCOME FUND II LLC | $21,348,867 | F |
| HIGHLINE CAPITAL INTL, LTD | $27,938,024 | F |
| KING STREET CAPITAL, LTD | $23,324,667 | F |
| LEXINGTON CAPITAL PTRS V & LCP | $2,637,874 | F |
| LONE CASCADE, L.P | $29,472,226 | F |
| MATLIN PATTERSON GLOBAL OPP | $4,167,134 | F |
| MATRIX CAPITAL MGMT FD (OFSHR) | $19,644,132 | F |
| OCH-ZIFF REAL ESTATE FUND III | $3,516,217 | F |
| OZ OVERSEAS FUND II, LTD | $25,549,878 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $4,603,766 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $698,433 | F |
| SHERIDAN PRODUCTION PTRS I-B | $8,819,000 | F |
| SILCHESTER INTL VALUE EQUITY | $75,371,429 | F |
| SILVERPOINT CPTL OFFSHORE FUND | $477,581 | F |
| SYNERGY LIFE SCIENCE PTRS, L.P | $2,204,401 | F |
| REALTY ASSOC. FND VIII,IX & X | $12,338,031 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $19,785,835 | F |
| THOMAS H LEE EQUITY FUND VI,LP | $3,912,914 | F |
| VARDE CREDIT PARTNERS | $23,151,838 | F |
| VARDE FUND IX, X & XI | $25,467,067 | F |
| WARBURG PINCUS X | $8,030,735 | F |
| WELLINGTON ARCHIPELAGO | $30,266,636 | F |
| WELLINGTON BAY POND | $26,592,662 | F |
| WELLINGTON CTF EMERGING MARKET | $36,068,603 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $715,669,175 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $152,074,107 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $67,460,693 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $67,460,693 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,613,414 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,633,573 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,633,573 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $87,246,987 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $133,154,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $133,154,926 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,633,573 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,101,937 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,735,510 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,890,436 | 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 $3,101,937 | 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 | $196,161,143 |
| Europe (Including Iceland and Greenland) | Investments | $50,557,938 |
| North America | Investments | $56,859,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $303,578,379 | SubtotalSpentAmt |
| Total Spent | $303,578,379 | 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 | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (100 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABC of NC Foundation | |||||||
| 905 Friedberg Rd | WinstonSalem | NC | 27127 | 911963813 | 501(c)(3) | $100,000 | See Part IV |
| Alamance-Burlington Schools | |||||||
| 1712 Vaughn Road | Burlington | NC | 27217 | 561957903 | Gov't Entity | $1,500,000 | See Part IV |
| Anson County Schools | |||||||
| 320 Camden Road | Wadesboro | NC | 28170 | 566000987 | Gov't Entity | $950,000 | See Part IV |
| Beaufort County Comm College | |||||||
| PO Box 1069 5337 Hwy 264 E | Wash | NC | 27889 | 560894923 | Education | $120,000 | See Part IV |
| County of Bertie | |||||||
| Post Office Box 530 | Windsor | NC | 27983 | 566000276 | Gov't Entity | $72,707 | See Part IV |
| County of Bertie | |||||||
| Post Office Box 530 | Windsor | NC | 27983 | 566000276 | Gov't Entity | $500,000 | See Part IV |
| Burke County Public Schools | |||||||
| 509 West Concord Street | Morganton | NC | 28655 | 560935935 | Gov't Entity | $200,000 | See Part IV |
| Carolina Small Bus Dev Fund | |||||||
| 3128 Highwoods Blvd S 170 | Raleigh | NC | 27604 | 581903219 | 501(c)(3) | $1,000,000 | See Part IV |
| Carolina Small Bus Dev Fund | |||||||
| 3128 Highwoods Blvd S 170 | Raleigh | NC | 27604 | 581903219 | 501(c)(3) | $2,000,000 | See Part IV |
| Carolinas Gateway Partnership | |||||||
| 427 Falls Road | Rocky Mount | NC | 27804 | 561931327 | 501(c)(3) | $7,000,000 | See Part IV |
| Carteret Comm Coll Fdn Inc | |||||||
| 3505 Arendell St | Morehead City | NC | 28557 | 516089453 | 501(c)(3) | $200,000 | See Part IV |
| Caswell County Government | |||||||
| 144 Ct Sq PO Box 98 | Yanceyville | NC | 27379 | 566000283 | Gov't Entity | $700,200 | See Part IV |
| Caswell County Schools | |||||||
| PO Box 160 | Yanceyville | NC | 27379 | 566001002 | Education | $346,207 | See Part IV |
| Ctr for Creative Leadership | |||||||
| PO Box 26300 | Greensboro | NC | 274386300 | 237079591 | Gov't Entity | $1,700,000 | See Part IV |
| City of Fayetteville | |||||||
| 467 Hay Street | Fayetteville | NC | 28301 | 566001226 | Gov't Entity | $873,872 | See Part IV |
| City of Fayetteville | |||||||
| 467 Hay Street | Fayetteville | NC | 28301 | 566001226 | Gov't Entity | $993,000 | See Part IV |
| City of Fayetteville | |||||||
| 467 Hay Street | Fayetteville | NC | 28301 | 566001226 | Gov't Entity | $920,491 | See Part IV |
| City of Fayetteville | |||||||
| 467 Hay Street | Fayetteville | NC | 28301 | 566001226 | Gov't Entity | $300,000 | See Part IV |
| City of Greensboro | |||||||
| 300 W Washington St | Greensboro | NC | 27401 | 566000230 | Gov't Entity | $7,000,000 | See Part IV |
| City of Havelock | |||||||
| PO Box 3681 | Havelock | NC | 28532 | 566023932 | Gov't Entity | $476,000 | See Part IV |
| City of Kinston | |||||||
| PO Drawer 339 | Kinston | NC | 285020339 | 566001259 | Gov't Entity | $599,720 | See Part IV |
| City of Lumberton | |||||||
| PO Box 1388 | Lumberton | NC | 28359 | 566001274 | Gov't Entity | $2,020,522 | See Part IV |
| City of Lumberton | |||||||
| PO Box 1388 | Lumberton | NC | 28359 | 566001274 | Gov't Entity | $3,000,000 | See Part IV |
| City of Mount Airy | |||||||
| PO Box 70 | Mount Airy | NC | 270300070 | 566001293 | Gov't Entity | $722,500 | See Part IV |
| City of Reidsville | |||||||
| 1100 Vance Street | Reidsville | NC | 27320 | 566001316 | Gov't Entity | $500,000 | See Part IV |
| City of Sanford | |||||||
| PO Box 3729 | Sanford | NC | 27330 | 566001328 | Gov't Entity | $4,000,000 | See Part IV |
| City of Shelby | |||||||
| Post Office Box 207 | Shelby | NC | 281510207 | 566001333 | Gov't Entity | $3,000,000 | See Part IV |
| City of Shelby | |||||||
| Post Office Box 207 | Shelby | NC | 281510207 | 566001333 | Gov't Entity | $1,500,000 | See Part IV |
| City of Whiteville | |||||||
| PO Box 607 | Whiteville | NC | 28472 | 566001372 | Gov't Entity | $150,000 | See Part IV |
| Cleveland Community College | |||||||
| 137 South Post Road | Shelby | NC | 28152 | 560848556 | Gov't Entity | $1,500,000 | See Part IV |
| County of Bladen | |||||||
| 122 Powell M Ctr | Elizabethtown | NC | 28337 | 566000277 | Gov't Entity | $800,000 | See Part IV |
| County of Randolph | |||||||
| 725 McDowell Road | Asheboro | NC | 27205 | 566001526 | Gov't Entity | $200,000 | See Part IV |
| Craven County Government | |||||||
| 406 Craven Street | New Bern | NC | 28562 | 566000290 | Gov't Entity | $618,670 | See Part IV |
| Davidson County | |||||||
| PO Box 1067 | Lexington | NC | 272931067 | 566000294 | Gov't Entity | $1,000,000 | See Part IV |
| Davidson County Comm College | |||||||
| PO Box 1287 | Lexington | NC | 272931287 | 560792247 | Gov't Entity | $500,000 | See Part IV |
| Davidson County Comm College | |||||||
| PO Box 1287 | Lexington | NC | 272931287 | 560792247 | Gov't Entity | $1,000,000 | See Part IV |
| Davie County Schools | |||||||
| 220 Cherry Street | Mocksville | NC | 27028 | 566001019 | Gov't Entity | $199,978 | See Part IV |
| East Carolina University | |||||||
| East Fifth Street | Greenville | NC | 27858 | 566000403 | Gov't Entity | $135,000 | See Part IV |
| Eliz City Pasquotank Pub Schs | |||||||
| 1200 S Halstead B | Elizabeth City | NC | 27909 | 560891512 | Gov't Entity | $200,000 | See Part IV |
| Forsyth County | |||||||
| 201 N Chestnut St | WinstonSalem | NC | 27101 | 566000450 | Gov't Entity | $100,000 | See Part IV |
| Forsyth Tech Comm College | |||||||
| 2100 Silas Crk P | WinstonSalem | NC | 27103 | 560792614 | Education | $1,500,000 | See Part IV |
| Franklin Co Public Schools | |||||||
| 53 West River Road | Louisburg | NC | 27549 | 566001029 | 501(c)(3) | $192,756 | See Part IV |
| Gaston County Schools | |||||||
| PO Box 1397 | Gastonia | NC | 28053 | 566001032 | Gov't Entity | $634,107 | See Part IV |
| Global Opportunities Center | |||||||
| 111 W Lewis St | Greensboro | NC | 27406 | 475120058 | 501(c)(3) | $150,000 | See Part IV |
| Goler Community Devel Corp | |||||||
| 889 N Liberty St | WinstonSalem | NC | 27101 | 562118777 | 501(c)(3) | $477,394 | See Part IV |
| Graham County Schools | |||||||
| 52 Moose Branch Road | Robbinsville | NC | 28771 | 566001037 | Gov't Entity | $173,961 | See Part IV |
| Guilford Tech Comm College | |||||||
| PO Box 309 | Jamestown | NC | 27282 | 560792519 | Gov't Entity | $650,000 | See Part IV |
| Halifax Reg Med Ctr Inc | |||||||
| 250 Smith Ch Rd | Roanoke Rapids | NC | 27870 | 560989789 | 501(c)(3) | $200,000 | See Part IV |
| Health Educ Fdn for ENC Inc | |||||||
| PO Drawer 7368 | Rocky Mount | NC | 278040368 | 237338802 | 501(c)(3) | $57,500 | See Part IV |
| Iredell-Statesville Schools | |||||||
| 410 Garfield Street | Statesville | NC | 28677 | 561744267 | Gov't Entity | $460,000 | See Part IV |
| James Sprunt Comm College | |||||||
| P O Box 398 | Kenansville | NC | 28349 | 560892755 | Gov't Entity | $702,000 | See Part IV |
| Lenoir Community College | |||||||
| PO Box 188 | Kinston | NC | 285020188 | 560753025 | Gov't Entity | $76,000 | See Part IV |
| Lenoir County | |||||||
| 1791 Highway 11/55 | Kinston | NC | 28504 | 566000314 | Gov't Entity | $1,406,700 | See Part IV |
| Martin County | |||||||
| 305 East Main Street | Williamston | NC | 27892 | 566000317 | Gov't Entity | $200,000 | See Part IV |
| MCNC | |||||||
| PO Box 12889 | Research Triangle Pk | NC | 27709 | 581406628 | 501(c)(3) | $1,368,000 | See Part IV |
| Mooresville-South Iredell EDC | |||||||
| 151 E Iredell Avenue | Mooresville | NC | 28115 | 510599747 | 501(c)(3) | $577,808 | See Part IV |
| NC Ag Foundation Inc | |||||||
| Campus Box 7645 | Raleigh | NC | 276957645 | 566049304 | 501(c)(3) | $45,000,000 | See Part IV |
| North Carolina Baptist Men | |||||||
| PO Box 1107 | Cary | NC | 27512 | 203648746 | 501(c)(3) | $200,000 | See Part IV |
| NC Community College System | |||||||
| 5016 Mail Service Ctr | Raleigh | NC | 27699 | 561288079 | Gov't Entity | $750,000 | See Part IV |
| NC Community Dev Initiative | |||||||
| PO Box 98148 | Raleigh | NC | 27624 | 562142717 | 501(c)(3) | $750,000 | See Part IV |
| NC Fdn for Soil & Water Cons | |||||||
| 5171 Glenwood Ave Ste 330 | Raleigh | NC | 27612 | 562158494 | 501(c)(3) | $200,000 | See Part IV |
| NC Rural Econ Devel Ctr Inc | |||||||
| 4021 Carya Drive | Raleigh | NC | 276104021 | 561552375 | 501(c)(3) | $1,000,000 | See Part IV |
| NC Rural Econ Devel Ctr Inc | |||||||
| 4021 Carya Drive | Raleigh | NC | 276104021 | 561552375 | 501(c)(3) | $2,250,000 | See Part IV |
| NCSEAA | |||||||
| PO Box 13663 | Research Triangle Pk | NC | 27709 | 566172047 | Gov't Entity | $2,423,500 | See Part IV |
| NC State - Friday Institute | |||||||
| campus Box 7249 | Raleigh | NC | 27606 | 566000756 | Education | $199,961 | See Part IV |
| NC State University | |||||||
| 2701 Sullivan Dr Box 7653 | Raleigh | NC | 27695 | 566000756 | Education | $151,405 | See Part IV |
| NC State University | |||||||
| 2701 sullivan dr Box 7514 | Raleigh | NC | 27695 | 566000756 | Gov't Entity | $37,500 | See Part IV |
| NC's Eastern EDC | |||||||
| 415 East Boulevard | Williamston | NC | 27892 | 561995352 | 501(c)(3) | $174,686 | See Part IV |
| NEAAAT | |||||||
| PO Box 2889 | Elizabeth City | NC | 27909 | 464978300 | 501(c)(3) | $200,000 | See Part IV |
| Pfeiffer University | |||||||
| PO Box 960 | Misenheimer | NC | 28109 | 560529990 | 501(c)(3) | $500,000 | See Part IV |
| Piedmont Triad Reg Devel Corp | |||||||
| 1398 Carrollton Cr | Kernersville | NC | 27284 | 561438854 | 501(c)(3) | $1,000,000 | See Part IV |
| Public Sch of Robeson Co | |||||||
| 201 East Livermore Drive | Pembroke | NC | 28372 | 566001104 | Gov't Entity | $2,761,016 | See Part IV |
| Randolph Community College | |||||||
| 629 Industrial Pk Av | Asheboro | NC | 27205 | 560793680 | Gov't Entity | $960,000 | See Part IV |
| Rowan-Cabarrus Comm College | |||||||
| PO Box 1595 | Salisbury | NC | 281451595 | 560792333 | Gov't Entity | $560,000 | See Part IV |
| Rowan-Cabarrus Comm College | |||||||
| PO Box 1595 | Salisbury | NC | 281451595 | 560792333 | Gov't Entity | $403,487 | See Part IV |
| Rowan-Salisbury School System | |||||||
| 500 N Main Street | Salisbury | NC | 28144 | 566001834 | Gov't Entity | $700,000 | See Part IV |
| Stanly Community College | |||||||
| 141 College Drive | Albemarle | NC | 28001 | 560994111 | Gov't Entity | $325,000 | See Part IV |
| Stanly County | |||||||
| 1000 N First St | Albemarle | NC | 28001 | 566001537 | Gov't Entity | $500,000 | See Part IV |
| Surry Comm College Fdn Inc | |||||||
| 630 South Main Street | Dobson | NC | 27017 | 566094116 | 501(c)(3) | $800,000 | See Part IV |
| Surry County Schools | |||||||
| 209 N Crutchfield st | Dobson | NC | 27017 | 566001117 | Gov't Entity | $320,046 | See Part IV |
| Town of Black Mountain | |||||||
| 160 Midland Ave | Black Mountain | NC | 28711 | 566001182 | Gov't Entity | $775,000 | See Part IV |
| Town of Boardman | |||||||
| PO Box 87 | Evergreen | NC | 28438 | 561851203 | Gov't Entity | $336,000 | See Part IV |
| Town of Burgaw | |||||||
| 109 North Walker Street | Burgaw | NC | 28425 | 566001188 | Gov't Entity | $478,000 | See Part IV |
| Town of Fair Bluff | |||||||
| PO Box 157 | Fair Bluff | NC | 28439 | 566001222 | Gov't Entity | $522,600 | See Part IV |
| Town of Fair Bluff | |||||||
| PO Box 157 | Fair Bluff | NC | 28439 | 566001222 | Gov't Entity | $1,767,000 | See Part IV |
| Town of Fremont | |||||||
| P O Box 4 | Fremont | NC | 27830 | 566001231 | Gov't Entity | $222,250 | See Part IV |
| Town of Madison | |||||||
| 120 North Market Street | Madison | NC | 27025 | 566001276 | Gov't Entity | $500,000 | See Part IV |
| Town of McAdenville | |||||||
| PO Box 9 | McAdenville | NC | 28101 | 560962359 | Gov't Entity | $858,000 | See Part IV |
| Town of Pembroke | |||||||
| PO Box 866 | Pembroke | NC | 28372 | 560809922 | Gov't Entity | $310,237 | See Part IV |
| Town of Seaboard | |||||||
| PO Box 327 | Seaboard | NC | 27876 | 566001330 | Gov't Entity | $200,000 | See Part IV |
| Town of Siler City | |||||||
| PO Box 769 | Siler City | NC | 27344 | 566001334 | Gov't Entity | $4,000,000 | See Part IV |
| Town of Tabor City | |||||||
| PO Drawer 655 | Tabor City | NC | 28463 | 566001349 | Gov't Entity | $406,996 | See Part IV |
| Univ of Mount Olive Inc | |||||||
| 634 Henderson Street | Mount Olive | NC | 28365 | 560623936 | 501(c)(3) | $200,000 | See Part IV |
| UNC at Pembroke | |||||||
| PO Box 1510 | Pembroke | NC | 28372 | 566000805 | Education | $1,892,900 | See Part IV |
| UNC at Pembroke | |||||||
| PO Box 1510 | Pembroke | NC | 283721510 | 581592230 | 501(c)(3) | $55,000 | See Part IV |
| Vance County Schools | |||||||
| 1724 Graham Avenue | Henderson | NC | 27536 | 566001124 | Gov't Entity | $200,000 | See Part IV |
| County of Wayne | |||||||
| PO Box 227 | Goldsboro | NC | 275330227 | 566001520 | Gov't Entity | $300,000 | See Part IV |
| County of Wayne | |||||||
| PO Box 227 | Goldsboro | NC | 275330227 | 566001520 | Gov't Entity | $178,000 | See Part IV |
| County of Wayne | |||||||
| PO Box 227 | Goldsboro | NC | 275330227 | 566001520 | Gov't Entity | $237,474 | See Part IV |
| Yadkin County | |||||||
| PO Box 220 | Yadkinville | NC | 27055 | 566000352 | Gov't Entity | $448,800 | See Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 85 | 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. ABC of NC Campus/Workforce Expansion 2. Building a STEM School to Work Pipeline in Alamance County 3. AMS STEM Initiative 4. Integrating Mechatronics in Engineering at Beaufort County Community College 5. Flooding in the Cashie River Drainage System 6. Bertie County Public Library & Cooperative Extension Planning 7. Project DETAIL 8. Carolina Small Business Disaster Relief Program 9. CSBDF Golden Leaf North Carolina Disaster Recovery Loan Program 10. Kingsboro Mega-Site Infrastructure (A CSX Select Site) 11. Culinary/Hospitality Facility: Equipment 12. Caswell County Public Library Expansion Project 13. Caswell County Schools STEM Lab 14. Golden LEAF Scholars Leadership Program 15. Hurricane Matthew Recovery - Spruce Street Storm Drainage 16. Hurricane Matthew Recovery - Multiple Creek Tree Debris Removal 17. Hurricane Matthew Recovery - Rayconda Subdivision Access Roadway 18. Hurricane Matthew Recovery - Cross Creek Tree and Debris Removal 19. Greensboro-Randolph MegaSite Sewer Extension 20. McCotter Canal Stabilization 21. Doctors Drive Extension 22. Public Facilities Building Repair Project 23. Tanglewood Stormwater Drainage Project 24. Spencer's Mill Redevelopment 25. WWTP Baffle Wall for BNR Compliance 26. Moncure MegaSite 27. Farmville Road Water System Improvements Serving Washburn Switch Business Park 28. Westside/Crest Sewer Improvement Project 29. Stormwater Plan for Downtown Municipal Service District & Emergency Generator 30. Advanced Manufacturing Center 31. Bladen County Stream Debris Removal 32. Petty's Garage LLC 33. Craven County Drainage Infrastructure Maintenance (Matthew Damage) 34. Davidson County I-85 Corporate Center 35. DCCC Health Sciences Educational Technology & Equipment 36. DCCC's Health Care Programs in Davie County 37. Innovative Spaces and Instruction in STEM and CTE 38. Retirement Migration and Economic Development: Eastern North Carolina as a Retirement Zone 39. Elizabeth City Pasquotank Early College 40. Idols Road Business Park (Phase I) 41. Forsyth Tech Stokes County Skilled Trades Building 42. T3 (Tech Teaching and Transformation) 43. Gaston County Advanced Manufacturing Career Academy 44. Triad Regional Export Initiative 45. Workforce Technology Pathway 2020 46. Technology in Rural Hands: Bridging the Gap for Graham County Students 47. Increasing Capacity for the Center for Advance Manufacturing (ICCAM) 48. Expanded Access Medical Home 49. MedServe 50. Agriculture and Science Early College 51. JSCC Truck Driving Program 52. Lenoir Community College Vital Care Vital Signs 53. Lenoir County Cooperative Extension Building - Demo and Replacement 54. Project AC - Rail Extension 55. Golden LEAF Piedmont Fiber Build 56. Mooresville Business Park East - Manufacturers Boulevard Phase 1B 57. Plant Sciences Initiative - Phase 3 58. Disaster Relief and Rebuilding after Hurricane Matthew in Eastern North Carolina 59. Golden LEAF Scholars Program-Two-Year Colleges 60. Initiative Capital Disaster Recovery Lending 61. Improving Pasture Management 62. North Carolina Small Business Emergency Bridge Loan Program 63. North Carolina Small Business Recovery Fund 64. Golden LEAF Scholars Program 2017-18 65. Phase III: Leadership Support for Digital Learning Initiatives 66. Creating Long-Term Solutions to Advance Farmer Profitability and Market Capacity for NC Pastured Meats 67. Integration of Research and Extension for Sustainable Production of Stevia in NC 68. STEM East Network Evaluation 69. Get REAL: Reinventing Education to Accelerate Learning 70. Pfeiffer University Physician Assistant Program 71. PTRC Regional Investment Fund 72. Disaster Repair and Replacement of Public Schools of Robeson County Infrastructure 73. Pathways to Prosperity - Advanced Manufacturing 74. Mechatronics Program Development and Equipment Upgrades for Welding and Machining Programs 75. Light Diesel Technology Program Development and Equipment 76. Rowan-Salisbury Schools: Regional Advanced Manufacturing Career Pathways 77. Stanly Community College - Virtualization Data Center 78. Palestine-Badin Water System Improvements 79. Advanced Manufacturing Equipment - Yadkin Center 80. Next Generation College and Career Academy of Surry 81. Project Medlaunch - Water & Wastewater Infrastructure for Biotechnology Manufacturing Jobs 82. Water Main Replacement - Lumber River Crossing 83. Pender Memorial Hospital and Osgood Canal Flooding and Stormwater Mitigation Project 84. Fair Bluff Apartments - Rough/Ready Road 85. Fair Bluff Municipal Buildings 86. Fremont Pump Station No. 1 (Hillandale Drive) Rehabilitation 87. Madison Water Treatment Plant Upgrade 88. Phase II South Fork Sewer Project 89. Onsite Pre-Treatment Waste Water Processing Plant 90. Seaboard End Stage Lagoon Rehabilitation 91. Chatham-Siler City Advanced Manufacturing (CAM) Site Water & Wastewater Service 92. Water & Sewer Improvements for new Tabor Landing Apartment Complex 93. Creating Agricultural Opportunities in Eastern North Carolina 94. Programs for the New UNCP School of Business 95. Renovation of Incubator 96. iInspire Digital Learning Project 97. EMS Station 1 Replacement - Seven Springs 98. Sewer Lift Station - Genoa 99. C.O.W.S. Clean Out Wayne County Streams 100. Infrastructure Renovation at Yadkin Hospital |
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 | $195,065 | $0 | $0 | $0 | $0 | $0 | $19,967 | $0 | $20,922 | $0 | $235,954 | $0 | $0 | $0 |
| MARK SORRELLS | ||||||||||||||
| SENIOR VICE PRESIDENT | $182,851 | $0 | $0 | $0 | $0 | $0 | $18,485 | $0 | $17,119 | $0 | $218,455 | $0 | $0 | $0 |
| EDWARD LORD | ||||||||||||||
| VP PROGRAMS/STAFF ATTY | $126,402 | $0 | $0 | $0 | $0 | $0 | $13,094 | $0 | $20,549 | $0 | $160,045 | $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 $3,101,937 |
| OVERSIGHT/SELECTION PROCESS - FORM 990, PART XII, LINE 2C | The process has not changed from the prior year. |