THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2015
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
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-15
- IRS object ID
- 201643209349300629
- Schema version
- 2015v2.1
- 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 | 2016-11-15T06:53:21-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 8TH FLOOR | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | 2016-11-11 | 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 | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $224,982,871 | 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 | 16 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $787,375 | TotalGrossUBIAmt |
| PY Contributions Grants | $513,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,212,167 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,798,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,066,009 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,280 | PYOtherRevenueAmt |
| CY Other Revenue | $3,332 | CYOtherRevenueAmt |
| PY Total Revenue | $37,322,055 | PYTotalRevenueAmt |
| CY Total Revenue | $31,281,508 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,362,734 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,160,735 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,912,444 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,943,299 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,853,072 | PYOtherExpensesAmt |
| CY Other Expenses | $3,000,645 | CYOtherExpensesAmt |
| PY Total Expenses | $40,128,250 | PYTotalExpensesAmt |
| CY Total Expenses | $39,104,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,806,195 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,823,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $941,156,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $916,425,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,494,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,996,660 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $871,662,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $848,429,167 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GOLDEN LEAF'S MISSION IS TO PROMOTE THE SOCIAL WELFARE OF NORTH CAROLINA'S CITIZENS AND TO RECEIVE AND DISTRIBUTE FUNDS FOR ECONOMIC IMPACT ASSISTANCE TO ECONOMICALLY AFFECTED OR TOBACCO-DEPENDENT REGIONS OF NORTH CAROLINA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $35,431,307 | ExpenseAmt |
| Grant | $34,160,735 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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 | $35,431,307 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | 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 (22 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 |
|---|---|---|---|---|---|---|---|
| Murchison Biggs | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| Britt Cobb | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| S Lawrence Davenport | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| Barry Z Dodson | |||||||
| Director-Board Chair | 15.0 | 0.0 | Yes (X) | $624 | $0 | $0 | Yes (X) |
| Donald E Flow | |||||||
| Director-Treasurer | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Claudine Gibson | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Billy Ray Hall | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| Thomas J Hester Jr | |||||||
| Director-Secretary | 3.0 | 0.0 | Yes (X) | $1,040 | $0 | $0 | Yes (X) |
| Randy Isenhower | |||||||
| Director- Vice Chair | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | Yes (X) |
| Carolyn Justice | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| Johnathan Rhyne Jr | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| David L Rose | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $936 | $0 | $0 | |
| Ruth Samuelson | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| David M Stover | |||||||
| Director-Assistant Secretary | 3.0 | 0.0 | Yes (X) | $728 | $0 | $0 | Yes (X) |
| Ralph Strayhorn III | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,144 | $0 | $0 | |
| Jerome Vick | |||||||
| Director | 3.0 | 0.0 | Yes (X) | $1,352 | $0 | $0 | |
| Daniel J Gerlach | |||||||
| President | 40.0 | 0.0 | $194,169 | $0 | $40,548 | Yes (X) | |
| Mark A Sorrells | |||||||
| Senior Vice President | 40.0 | 0.0 | $179,063 | $0 | $34,613 | Yes (X) | |
| Peter J Cera | |||||||
| Vice President-Investments | 40.0 | 0.0 | $162,195 | $0 | $37,309 | Yes (X) | |
| Edward P Lord | |||||||
| VP Programs/Staff Attorney | 40.0 | 0.0 | $120,374 | $0 | $32,618 | Yes (X) | |
| Patricia Cabe-Cantrell | |||||||
| VP Prog/Community Assistance | 40.0 | 0.0 | $106,032 | $0 | $25,708 | Yes (X) | |
| Beth A Edmondson | |||||||
| Controller | 30.0 | 0.0 | $98,339 | $0 | $24,912 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $874,836 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,708 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DRZ | |||||
| 250 Park Ave South suite 250 | WINTER PARK | FL | 32789 | Investment Mngmt | $445,865 |
| Silchester International Investors | |||||
| 780 Third Ave 42nd floor | NEW YORK | NY | 10017 | Investment Mngmt | $490,666 |
| Prime Buchholz Associates Inc | |||||
| 25 Chestnut Street | PORTSMOUTH | NH | 03801 | Invest. consulting | $310,214 |
| Stralem Company Inc | |||||
| 645 madison ave 13th floor | NEW YORK | NY | 10022 | Investment Mngmt | $237,254 |
| BNY Mellon Asset Servicing | |||||
| BNY Mellon Center | PITTSBURGH | PA | 15258 | Investment Custodial | $305,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,212,167 | AllOtherContributionsAmt |
| Total Contributions | $11,212,167 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,964,605 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $787,375 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,177,230 | 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 | $204,802,767 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,701,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,101,404 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,101,404 | TotalRevenueColumnAmt |
| Exclusion | $11,101,404 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $3,332 | TotalRevenueColumnAmt |
| Exclusion | $3,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,332 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,281,508 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $787,375 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,281,966 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,160,735 | TotalAmt |
| Program Services | $34,160,735 | 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 | $990,718 | TotalAmt |
| Program Services | $533,217 | ProgramServicesAmt |
| Management And General | $457,501 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,632 | TotalAmt |
| Program Services | $481,983 | ProgramServicesAmt |
| Management And General | $165,649 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,576 | TotalAmt |
| Program Services | $47,922 | ProgramServicesAmt |
| Management And General | $16,654 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,668 | TotalAmt |
| Program Services | $85,717 | ProgramServicesAmt |
| Management And General | $52,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,705 | TotalAmt |
| Program Services | $65,692 | ProgramServicesAmt |
| Management And General | $36,013 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,255 | TotalAmt |
| Management And General | $129,255 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,265 | TotalAmt |
| Management And General | $63,265 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,442,970 | TotalAmt |
| Management And General | $2,442,970 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,548 | TotalAmt |
| Management And General | $3,548 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,220 | TotalAmt |
| Management And General | $37,220 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,722 | TotalAmt |
| Management And General | $58,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,505 | TotalAmt |
| Management And General | $76,505 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,569 | TotalAmt |
| Program Services | $37,406 | ProgramServicesAmt |
| Management And General | $4,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,635 | TotalAmt |
| Program Services | $18,635 | ProgramServicesAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,746 | TotalAmt |
| Management And General | $18,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BOARD OF DIRECTORS EXPENSES | $48,577 | $48,577 |
| CAPITAL OUTLAYS | $28,807 | $28,807 |
| UNRELATED BUSINESS INCOME TAX | $19,953 | $19,953 |
| DUES AND MEMBERSHIPS | $10,036 | $10,036 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837 | TotalAmt |
| Management And General | $2,837 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,104,679 | TotalAmt |
| Program Services | $35,431,307 | ProgramServicesAmt |
| Management And General | $3,673,372 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,895 | BOYAmt |
| EOY | $869,099 | 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 | $5,110 | BOYAmt |
| EOY | $130 | 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 | $203,318 | BOYAmt |
| EOY | $174,211 | 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 | $100,582 | BOYAmt |
| EOY | $99,548 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,367,133 | BOYAmt |
| EOY | $272,293,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,056,896 | BOYAmt |
| EOY | $642,989,241 | 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 | $941,156,934 | BOYAmt |
| EOY | $916,425,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,239 | BOYAmt |
| EOY | $159,307 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,359,585 | BOYAmt |
| EOY | $67,837,353 | 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 | $69,494,824 | BOYAmt |
| EOY | $67,996,660 | 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 | $871,662,110 | BOYAmt |
| EOY | $848,429,167 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,662,110 | BOYAmt |
| EOY | $848,429,167 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,156,934 | BOYAmt |
| EOY | $916,425,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,823,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$21,830,949 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $6,421,177 | 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 | $70,489,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,581,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,212,167 | CurrentTaxYearAmt |
| Total | $187,796,597 | 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 | $70,489,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,581,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $513,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,212,167 | CurrentTaxYearAmt |
| Total | $187,796,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $187,796,597 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,888,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,250,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,504,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,759,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,177,230 | CurrentTaxYearAmt |
| Total | $46,579,576 | 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 | $6,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,332 | CurrentTaxYearAmt |
| Total | $28,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $234,405,054 | TotalSupportAmt |
| Public Support CY170 | 0.80116 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84110 | 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 | $1,367 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,367 | 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 assemply 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 | $51,951,775 | F |
| AG REALTY FND VII(TE)&FND VIII | $7,897,416 | F |
| ARCHSTONE OFFSHORE FUND, LTD | $23,234,961 | F |
| AURORA VENTURES IV & V | $5,818,796 | F |
| BEACON CPTL STRTEGIC PTRS V&VI | $2,594,769 | F |
| SWIFTCURRENT OFFSHORE, LTD. | $23,786,807 | F |
| CANTILLON GLOBAL VALUE FUND | $42,559,609 | F |
| CARLYLE VENTURE PARTNERS II,LP | $2,125,645 | F |
| CAROUSEL CAPITAL PTRS III&IV | $11,056,722 | F |
| CBRE CLARION GLOBAL REAL | $42,772,904 | F |
| COLONY INVESTORS VIII, L.P | $1,380,900 | F |
| DENHAM COMMODITY PTRS FND V&VI | $3,278,373 | F |
| DIVERSIFIED PNRS OFFSHORE FUND | $383,055 | F |
| ENCAP ENERGY CPTL FND/FLATROCK | $13,060,989 | F |
| FARALLON CAPITAL INSTITUTIONAL | $19,066,348 | F |
| FPA HAWKEYE FUND, LLC | $21,596,761 | F |
| HARVEST MLP INCOME FUND II LLC | $20,958,607 | F |
| HIGHLINE CAPITAL INTL, LTD | $26,770,464 | F |
| KING STREET CAPITAL, LTD | $21,762,693 | F |
| LEXINGTON CAPITAL PTRS V & LCP | $3,492,107 | F |
| LONE CASCADE, L.P | $24,133,538 | F |
| MATLIN PATTERSON GLOBAL OPP | $4,720,073 | F |
| OCH-ZIFF REAL ESTATE FUND III | $1,948,862 | F |
| OZ OVERSEAS FUND II, LTD | $22,478,825 | F |
| Q-BLK PRIVATE CAPITAL II, L.P | $6,138,325 | F |
| SHEPHERD INVESTMENTS INTL, LTD | $753,526 | F |
| SHERIDAN PRODUCTION PTRS I-B | $8,365,000 | F |
| SILCHESTER INTL VALUE EQUITY | $60,684,972 | F |
| SILVERPOINT CPTL OFFSHORE FUND | $538,933 | F |
| SYNERGY LIFE SCIENCE PTRS, L.P | $1,878,916 | F |
| REALTY ASSOC. FND VIII,IX & X | $18,757,565 | F |
| TACONIC OPP. OFFSHORE FUND,LTD | $22,588,513 | F |
| THOMAS H LEE EQUITY FUND VI,LP | $4,560,686 | F |
| VARDE CREDIT PARTNERS | $19,570,773 | F |
| VARDE FUND IX, X & XI | $23,296,975 | F |
| WARBURG PINCUS X | $7,626,064 | F |
| WELLINGTON ARCHIPELAGO | $26,959,156 | F |
| WELLINGTON BAY POND | $17,805,451 | F |
| WELLINGTON CTF EMERGING MARKET | $24,633,387 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $642,989,241 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $7,007,589 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$21,830,949 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$21,830,949 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,838,538 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,442,970 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,442,970 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $31,281,508 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,240,532 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $30,240,532 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,442,970 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,421,177 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,864,147 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,104,679 | 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 $6,241,177 | 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 | $186,957,419 |
| Europe (Including Iceland and Greenland) | Investments | $42,559,608 |
| North America | Investments | $44,764,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $274,281,633 | SubtotalSpentAmt |
| Total Spent | $274,281,633 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | 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 (66 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alamance Community College | |||||||
| PO Box 8000 | Graham | NC | 27253 | 566052379 | Education | $200,000 | SEE PART IV |
| Alamance-Burlington Sch Sys | |||||||
| 1712 Vaughn Rd | Burlington | NC | 27217 | 561957903 | Gov't Entity | $196,396 | SEE PART IV |
| Asheville-Buncombe Tech CC | |||||||
| 340 Victoria Rd | Asheville | NC | 28801 | 560792170 | Education | $410,000 | SEE PART IV |
| Blue Ridge Community College | |||||||
| 180 West Campus Dr | Flat Rock | NC | 28731 | 560941830 | Education | $1,087,500 | SEE PART IV |
| Blue Ridge Community College | |||||||
| 180 West Campus Dr | Flat Rock | NC | 28731 | 560941830 | Education | $550,000 | SEE PART IV |
| Brevard College | |||||||
| One Brevard College Dr | Brevard | NC | 28712 | 560532297 | 501(c)(3) | $75,000 | SEE PART IV |
| BRITE at NC Central Univ | |||||||
| BRITE Bldg | Durham | NC | 27707 | 566000730 | Gov't Entity | $185,000 | SEE PART IV |
| Brunswick County | |||||||
| PO Box 249 | Bolivia | NC | 28422 | 566000278 | Gov't Entity | $500,000 | SEE PART IV |
| Camden County Government | |||||||
| PO Box 190 | Camden | NC | 27921 | 566000282 | Gov't Entity | $200,000 | SEE PART IV |
| Carteret CC Foundation Inc | |||||||
| 3505 Arendell St | Morehead City | NC | 28557 | 516089453 | 501(c)(3) | $140,000 | SEE PART IV |
| Carteret Co Public School Sys | |||||||
| 107 Safrit Dr | Beaufort | NC | 28516 | 566001001 | Gov't Entity | $377,800 | SEE PART IV |
| Catawba Valley CC | |||||||
| 2550 US Hwy 70E | Hickory | NC | 28602 | 560792028 | Education | $200,000 | SEE PART IV |
| Ctr for Creative Leadership | |||||||
| PO Box 26300 | Greensboro | NC | 27438 | 237079591 | Gov't Entity | $1,810,797 | SEE PART IV |
| City of Belmont | |||||||
| PO Box 431 | Belmont | NC | 28012 | 560856848 | Gov't Entity | $1,098,000 | SEE PART IV |
| City of Monroe | |||||||
| 300 West Crowell St | Monroe | NC | 28110 | 566001289 | Gov't Entity | $280,000 | SEE PART IV |
| City of New Bern | |||||||
| PO Box 1129 | New Bern | NC | 28563 | 565000235 | Gov't Entity | $549,000 | SEE PART IV |
| Columbus County | |||||||
| 111 Washington St | Whiteville | NC | 28472 | 566000289 | Gov't Entity | $65,234 | SEE PART IV |
| County of Duplin | |||||||
| PO Box 929 | Kenansville | NC | 28349 | 566000296 | Gov't Entity | $325,000 | SEE PART IV |
| Craven County Schools | |||||||
| 3600 Trent Rd | New Bern | NC | 28562 | 561286861 | Gov't Entity | $520,000 | SEE PART IV |
| Duplin County Schools | |||||||
| PO Box 128 | Kenansville | NC | 28349 | 566001020 | Gov't Entity | $530,000 | SEE PART IV |
| Pasquotank Public Schools | |||||||
| 1004 Parkview Dr | Elizabeth City | NC | 27909 | 560891512 | Gov't Entity | $200,000 | SEE PART IV |
| Greene County Schools | |||||||
| 301 Kingold Blvd | Snow Hill | NC | 28580 | 566001039 | Education | $350,000 | SEE PART IV |
| Halifax County | |||||||
| PO Box 38 | Halifax | NC | 27839 | 566001836 | Gov't Entity | $150,000 | SEE PART IV |
| Henderson County Public Sch | |||||||
| 414 4th Ave West | Hendersonville | NC | 28739 | 561821543 | Gov't Entity | $200,000 | SEE PART IV |
| Hyde County Schools | |||||||
| PO Box 217 | Swan Quarter | NC | 27885 | 566001052 | Gov't Entity | $200,000 | SEE PART IV |
| Isothermal Community College | |||||||
| PO Box 804 | Spindale | NC | 28160 | 560841505 | 501(c)(3) | $717,884 | SEE PART IV |
| Jackson County Public Schools | |||||||
| 398 Hospital Rd | Sylva | NC | 28779 | 566001054 | Gov't Entity | $850,000 | SEE PART IV |
| Jones County Government | |||||||
| PO Box 340 | Trenton | NC | 28585 | 566000312 | Gov't Entity | $1,500,000 | SEE PART IV |
| Junaluska Sanitary District | |||||||
| PO Box 35 | Lake Junaluska | NC | 28745 | 560848592 | Gov't Entity | $1,000,000 | SEE PART IV |
| Lenoir Community College | |||||||
| PO Box 188 | Kinston | NC | 28502 | 560753025 | Gov't Entity | $180,000 | SEE PART IV |
| Lenoir County Public Schools | |||||||
| PO Box 729 | Kinston | NC | 28502 | 566001063 | Gov't Entity | $515,000 | SEE PART IV |
| Macon County Schools | |||||||
| 1202 Old Murphy Rd | Franklin | NC | 28734 | 566001069 | Gov't Entity | $550,000 | SEE PART IV |
| Madison County Public Schools | |||||||
| 5740 US Hwy 25-70 | Marshall | NC | 28753 | 566001070 | Education | $500,000 | SEE PART IV |
| Murphy Medical Center | |||||||
| 3990 E Hwy 64 Alt | Murphy | NC | 28906 | 561844262 | 501(c)(3) | $375,000 | SEE PART IV |
| NC Business Cmte for Educ | |||||||
| 20301 Mail Service Center | Raleigh | NC | 27699 | 561513432 | 501(c)(3) | $163,118 | SEE PART IV |
| NC Community College System | |||||||
| 5016 Mail Service Center | Raleigh | NC | 27699 | 561288079 | Gov't Entity | $750,000 | SEE PART IV |
| NC Global Transpark Authority | |||||||
| PO Box 1476 | Kinston | NC | 28503 | 561767291 | Gov't entity | $251,800 | SEE PART IV |
| NC School of Science and Math | |||||||
| 22203 Sp Meadow Dr | Chapel Hill | NC | 27517 | 561425643 | EDUCATION | $115,000 | SEE PART IV |
| NC State Education Asst Auth | |||||||
| PO Box 13663 | Research Trngl Pk | NC | 27709 | 566172047 | Gov't entity | $2,356,000 | SEE PART IV |
| NC State University | |||||||
| 2701 Sullivan Dr Ste 240 | Raleigh | NC | 27695 | 566000756 | EDUCATION | $200,000 | SEE PART IV |
| NC State University | |||||||
| 3110 Faucette DrBox7625 | Raleigh | NC | 27695 | 566000756 | EDUCATION | $200,000 | SEE PART IV |
| NC State Univ-Friday Inst | |||||||
| 1890 Main Campus DrBox7249 | Raleigh | NC | 27606 | 566000756 | EDUCATION | $199,873 | SEE PART IV |
| Nussbaum Ctr Entrepreneurship | |||||||
| PO Box 35 | Greensboro | NC | 27406 | 561577495 | 501(c)(3) | $67,517 | SEE PART IV |
| Onslow County Schools | |||||||
| 200 Broadhurst Rd | Jacksonville | NC | 28540 | 566001089 | Gov't Entity | $332,500 | SEE PART IV |
| Pamlico County | |||||||
| PO Box 776 | Bayboro | NC | 28515 | 566000949 | Gov't entity | $1,200,000 | SEE PART IV |
| Richmond County Government | |||||||
| PO Box 504 | Rockingham | NC | 28380 | 566000334 | Gov't entity | $475,000 | SEE PART IV |
| Roanoke Chowan Com Health Ctr | |||||||
| 120 Health Center Dr | Ahoskie | NC | 27910 | 421638714 | 501(c)(3) | $200,000 | SEE PART IV |
| Rutherford County Government | |||||||
| 289 N Main St | Rutherfordton | NC | 28139 | 566000337 | Gov't entity | $415,000 | SEE PART IV |
| Southwestern Comm College | |||||||
| 447 College Dr | Sylva | NC | 28779 | 560894556 | EDUCATION | $370,000 | SEE PART IV |
| Springboard NC Inc | |||||||
| 427 Falls Rd | Rocky Mount | NC | 27804 | 455487451 | 501(C)(3) | $150,000 | SEE PART IV |
| Stokes County Schools | |||||||
| PO Box 50 | Danbury | NC | 27016 | 566001116 | Gov't Entity | $200,000 | SEE PART IV |
| Surry CC FouNdation Inc | |||||||
| 630 S Main St | Dobson | NC | 27017 | 566094116 | 501(C)(3) | $200,000 | SEE PART IV |
| Teach for America | |||||||
| 324 Blackwell St Bay 11 | Durham | NC | 27701 | 133541913 | 501(c)(3) | $200,000 | SEE PART IV |
| The Ocracoke Foundation Inc | |||||||
| PO Box 1689 | Ocracoke | NC | 27960 | 562602254 | 501(C)(3) | $137,000 | SEE PART IV |
| The Univ of NC at Chapel Hill | |||||||
| 104 Airpt DrSte 2200 | Chapel Hill | NC | 27599 | 566001393 | EDUCATION | $120,000 | SEE PART IV |
| Town of Clayton | |||||||
| PO Box 879 | Clayton | NC | 27528 | 566001203 | Gov't entity | $4,000,000 | SEE PART IV |
| Town of Mars Hill | |||||||
| PO Box 368 | Mars Hill | NC | 28754 | 566001281 | Gov't entity | $487,650 | SEE PART IV |
| Town of Spindale | |||||||
| PO Box 186 | Spindale | NC | 28160 | 566001340 | Gov't entity | $727,116 | SEE PART IV |
| Transylvania County | |||||||
| 101 S Broad St | Brevard | NC | 28712 | 566000343 | Gov't entity | $1,100,000 | SEE PART IV |
| Tri-County Community College | |||||||
| 21 Campus Circle | Murphy | NC | 28906 | 560896010 | Gov't Entity | $1,200,000 | SEE PART IV |
| Tuckaseigee Water & Sewer | |||||||
| 1246 W Main St | Sylva | NC | 28779 | 561771768 | Gov't entity | $460,800 | SEE PART IV |
| Wayne Community College | |||||||
| PO Box 8002 | Goldsboro | NC | 27533 | 560792849 | Gov't Entity | $500,000 | SEE PART IV |
| Weldon City Schools | |||||||
| 4489 US 301 | Halifax | NC | 27839 | 566001132 | Gov't Entity | $175,000 | SEE PART IV |
| Yadkin Co Econ Dev Ptrshp | |||||||
| PO Box 1840 | Yadkinville | NC | 27055 | 262134343 | 501(c)(3) | $199,750 | SEE PART IV |
| Yancey County | |||||||
| 110 Town Square Rm 11 | Burnsville | NC | 28714 | 566000453 | Gov't Entity | $300,000 | SEE PART IV |
| City of Lumberton | |||||||
| PO Box 1388 | Lumberton | NC | 28359 | 566001274 | Gov't Entity | $120,000 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | 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 acknowledgment & agreement, which states guidelines and conditions for the grant. Grantees must also attend a grants management session. The grantee acknowledgment & 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 acknowledgment & agreement, evidence that preconditions have been met, and a written request for payment, the applicant is eligible to receive an initial disbursement of the grant award. Twenty percent of the funds may be paid in advance, with three additional installments of 20% paid once prior advances have been substantially expended. Alternatively, the grantee may be reimbursed for expenses up to 80% of the grant at any time. A sum equal to the 20% of the total amount of the grant is generally 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. Grantees may use funds only for items identified in the project's approved budget. Should the grantee seek to spend funds on an 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. The reports include information regarding the work accomplished, compared to an approved scope of work, reported outcomes of the project, and expenditure reports with supporting documentation. |
| Schedule I, Part II, Column h, Purpose of grant or assistance: | 1. Filling the Advanced Manufacturing Skills Gap in Alamance County 2. ABSS Educators Are Becoming Tech Masters 3. Western NC Foundry Technology Training Academy (Project Swiss) 4. Health Sciences Center-Clinical Simulation Laboratory (Simlab) 5. Southeastern Advanced Molding Technology Education Center 6. Developing Agriculture Education in Western NC 7. Building and Sustaining a STEM Identity in Rural NC (NC STEM ID) 8. US 74/76 500,000 Square Foot Industrial Warehouse Fire Protection Project 9. Courthouse Wastewater Treatment Plant 10. Automotive Technology Program 11. Regional STEM Career Pathways 12. Equipment Purchases for BioTextiles Launch 13. Golden LEAF Scholars Leadership Program 2016-2017 14. Infrastructure to Serve Project Y2-Elevated Storage Tank 15. Project PIPE-(ATI Specialty Materials) 16. City Market-Workforce Development Training Center 17. Project Alexander 18. Project Sam 19. Regional STEM Career Pathways 20. Regional STEM Career Pathways 21. ECPPS: ECMS Model Digital Learning School 22. Regional STEM Career Pathways 23. Project Chips Sewer Relocation & Replacement 24. Project Empower: Building Teacher Capacity 25. 1:1 Chromebook Initiative 26. The Advanced Industrial Technologies and Agribusiness Workforce Development Project 27. Ascent to College and Career Readiness through STEM and Digital Learning 28. Jones County Middle and High School 29. Highway 209 & I-40 Riverbend School Sewer Service 30. Aerospace Advanced Manufacturing Center 31. Regional STEM Career Pathways 32. Smoky Mountains Region Ascent to Careers: Linking Pathways to Reach Hot Jobs 33. Out of the Box: Designing Our Future 34. Murphy Group Practice-Hayesville 35. 2016-2018 NCBCE Teachers@Work-STEM East Expansion 36. Golden LEAF Scholarship Program-Two Year Colleges 2016-2017 37. Project Hometown 38. ENC STEM Year-Round Programming 39. Golden LEAF Scholars Program FY2016-17 40. Greenhouse Production of Certified Sweet Potato Plants for North Carolina Growers 41. Meeting NC's Food Safety Regulatory Training and Outreach Needs under FSMA 42. Phase II: Leadership Support for Digital Learning Initiatives 43. Steelhouse 44. Regional STEM Career Pathways 45. Pamlico STEM Pathways to Jobs Initiative 46. Sandhills AGInnovation Center 47. Creswell Clinic-Washington County 48. Speedy 49. Smokey Mountains Region Ascent to Careers: Linking Pathways to Reach Hot Jobs 50. Project SpringBoard 51. Charting the Course for Engaged, Literate and Future Ready Students - Phase 2 52. Industrial Training Center-Yadkin County Campus 53. ENC Residency: Transforming Teacher Preparation in Eastern NC 54. Community Square Revitalizaiton-Wastewater Improvements 55. NC Growth-Sandhills 56. Project Bright Sky 57. Wastewater Treatment Plant Improvements and Sewer Line Extension 58. US 74/221 Infrastructure and Rural Economic Catalyst Project 59. Growing Transylvania County with STEM 60. TCCC Allied Health Training Program 61. Horsepasture River Wastewater Treatment Plant & Collection System Improvements 62. Wayne Advance Manufacturing Center-Phase I (Welding) 63. One to One Personalized Initiative "Charging Chargers" 64. Lydall Metals Expansion 65. East Yancey Wastewater Treatment Plant and Collection System 66. Sanderson Farms Hatchery Sewer Project |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel J Gerlach | ||||||||||||||
| President | $194,169 | $0 | $0 | $0 | $0 | $0 | $19,998 | $0 | $20,550 | $0 | $234,717 | $0 | $0 | $0 |
| Mark A Sorrells | ||||||||||||||
| Senior Vice President | $179,063 | $0 | $0 | $0 | $0 | $0 | $18,242 | $0 | $16,371 | $0 | $213,676 | $0 | $0 | $0 |
| Peter J Cera | ||||||||||||||
| Vice President-Investments | $162,195 | $0 | $0 | $0 | $0 | $0 | $16,877 | $0 | $20,432 | $0 | $199,504 | $0 | $0 | $0 |
| Edward P Lord | ||||||||||||||
| VP Programs/Staff Attorney | $120,374 | $0 | $0 | $0 | $0 | $0 | $12,517 | $0 | $20,101 | $0 | $152,992 | $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 directions 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. |
| 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 6,421,177 |
| 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. |
| OVERSIGHT/SELECTION PROCESS - FORM 990, PART XII, LINE 2C | The process has not changed from the prior year. |