THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN: Form 990, tax year 2012
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
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-10
- IRS object ID
- 201420419349300817
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-10T09:19:18-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135381590 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208144827 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522204473 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDEN LEAF INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOLD | NameControl |
| Phone | 2524427474 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1 |
| City | ROCKY MOUNT | City |
| State | NC | State |
| ZIP Code | 27804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL J GERLACH | Name |
| Title | PRESIDENT | Title |
| Phone | 2524427474 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SORRELLS CPA | Name |
| PTIN | P00001737 | PTIN |
| Phone | 3016544900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANIEL J GERLACH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1 |
| City | ROCKY MOUNT | City |
| State | NC | State |
| ZIP Code | 27804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 315721228 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GOLDENLEAF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | SEE PART III, LINE 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 74693 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 70489443 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 105581136 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22755994 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40875189 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6569 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5202 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 93252006 | TotalRevenuePriorYear |
| Total Revenue Current Year | 146461527 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 44742093 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 46018345 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1600924 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1702899 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 20780662 | OtherExpensePriorYear |
| Other Expenses Current Year | 62444624 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 67123679 | TotalExpensesPriorYear |
| Total Expenses Current Year | 110165868 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26128327 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 36295659 | RevenuesLessExpensesCY |
| Total Assets BOY | 793382903 | TotalAssetsBOY |
| Total Assets EOY | 897044517 | TotalAssetsEOY |
| Total Liabilities BOY | 84625928 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 87667715 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 708756975 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 809376802 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 47223132 | Expense |
| Grants | 46018345 | Grants |
| Description | 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. PHILIP 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 A DECLINE IN DEMAND FOR AND/OR PRODUCTION OF TOBACCO OR TOBACCO PRODUCTS. (CONTINUED ON SCHEDULE O)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. | Description |
| Total Program Service Expense | 47223132 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH EDMONDSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2524427474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N WINSTEAD AVE | AddressLine1 |
| City | ROCKY MOUNT | City |
| State | NC | State |
| ZIP Code | 27804 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WADE BARBER | ||||||
| VICE-CHAIR | 3.00 | X | X | 936 | 0 | 0 |
| DALE C BONE | ||||||
| DIRECTOR | 3.00 | X | 832 | 0 | 0 | |
| PAUL BROOKS | ||||||
| DIRECTOR | 3.00 | X | 832 | 0 | 0 | |
| J THOMAS BUNN | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| WILLIAM CLARKE | ||||||
| CHAIR | 15.00 | X | X | 1248 | 0 | 0 |
| BRITT COBB | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| S LAWRENCE DAVENPORT | ||||||
| SECRETARY | 3.00 | X | X | 832 | 0 | 0 |
| DONALD E FLOW | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| CLAUDINE GIBSON | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| BILLY RAY HALL | ||||||
| DIRECTOR | 3.00 | X | 1144 | 0 | 0 | |
| JAMES H JOHNSON JR | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| YVONNE J JOHNSON | ||||||
| DIRECTOR | 3.00 | X | 624 | 0 | 0 | |
| LACY R JOYNER | ||||||
| DIRECTOR | 3.00 | X | 624 | 0 | 0 | |
| J ARTHUR POPE | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| EDGAR M ROACH | ||||||
| DIRECTOR | 3.00 | X | 1040 | 0 | 0 | |
| JOHNATHAN RHYNE | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| DAVID T STEPHENSON | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| THOMAS F TAFT SR | ||||||
| ASSISTANT SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| EDWIN J VICK | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| DANIEL J GERLACH | ||||||
| PRESIDENT | 40.00 | X | 186260 | 0 | 35964 | |
| MARK A SORRELLS | ||||||
| SENIOR VICE-PRESIDENT | 40.00 | X | 158026 | 0 | 33041 | |
| PETER J CERA | ||||||
| VP INVESTMENTS | 40.00 | X | 138934 | 0 | 30892 | |
| PATRICIA CABE-CANTRELL | ||||||
| VP PROGRAMS/COMM. ASST. & OUTREACH | 40.00 | X | 106765 | 0 | 25019 | |
| EDWARD P LORD | ||||||
| VP PROGRAMS/STAFF ATTORNEY | 40.00 | X | 104854 | 0 | 27300 | |
| BETH A EDMONDSON | ||||||
| CONTROLLER | 30.00 | X | 90140 | 0 | 22750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 793091 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 174966 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARTISAN PARTNERS | |||||
| 5 CONCOURSE PARKWAY SUITE 2120 | ATLANTA | GA | 30328 | INVESTMENT MANAGEMENT | 369625 |
| SILCHESTER INTERNATIONAL INVESTORS | |||||
| 780 THIRD AVE 42ND FLR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT | 357728 |
| DRZ | |||||
| 250 PARK AVE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | INVESTMENT MANAGEMENT | 271160 |
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| 25 CHESTNUT STREET | PORTSMOUTH | NH | 03801 | INVESTMENT CONSULTING | 245132 |
| AXIOM INTERNATIONAL INVESTORS LLC | |||||
| 33 BENEDICT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGEMENT | 223537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Government Grants | 105581136 | GovernmentGrants |
| Total Contributions | 105581136 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11325255 | TotalRevenueColumn |
| Unrelated Business Revenue | 74693 | UnrelatedBusinessRevenue |
| Exclusion | $11,250,562 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 198809635 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 169259701 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29549934 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29549934 | TotalRevenueColumn |
| Exclusion | $29,549,934 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5202 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5202 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5202 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 146461527 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5202 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 74693 | UnrelatedBusinessRevenue |
| Exclusion | $40,800,496 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46018345 | Total |
| Program Services | 46018345 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996938 | Total |
| Program Services | 535647 | ProgramServices |
| Management And General | 461291 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469288 | Total |
| Program Services | 375714 | ProgramServices |
| Management And General | 93574 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46742 | Total |
| Program Services | 37367 | ProgramServices |
| Management And General | 9375 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99431 | Total |
| Program Services | 69795 | ProgramServices |
| Management And General | 29636 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90500 | Total |
| Program Services | 59315 | ProgramServices |
| Management And General | 31185 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174510 | Total |
| Management And General | 174510 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53279 | Total |
| Management And General | 53279 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2228289 | Total |
| Management And General | 2228289 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82549 | Total |
| Program Services | 82249 | ProgramServices |
| Management And General | 300 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5111 | Total |
| Management And General | 5111 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43290 | Total |
| Management And General | 43290 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36213 | Total |
| Management And General | 36213 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63563 | Total |
| Management And General | 63563 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48898 | Total |
| Program Services | 41902 | ProgramServices |
| Management And General | 6996 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2798 | Total |
| Program Services | 2798 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22635 | Total |
| Management And General | 22635 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| PAYMENT TO STATE OF NC | 59445436 | 59445436 |
| MSA ENFORCEMENT | 161221 | 161221 |
| CAPITAL OUTLAYS | 38857 | 38857 |
| BOARD-DIRECTORS EXPENSE | 32168 | 32168 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5807 | Total |
| Management And General | 5807 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110165868 | Total |
| Program Services | 47223132 | ProgramServices |
| Management And General | 62942736 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 445273 | BOY |
| EOY | 327381 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1927 | BOY |
| EOY | 1695 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 167179 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84348 | BOY |
| EOY | 89791 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358916894 | BOY |
| EOY | 396264222 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 433934461 | BOY |
| EOY | 500194249 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793382903 | BOY |
| EOY | 897044517 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120371 | BOY |
| EOY | 144623 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84505557 | BOY |
| EOY | 87523092 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84625928 | BOY |
| EOY | 87667715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708756975 | BOY |
| EOY | 809376802 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708756975 | BOY |
| EOY | 809376802 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793382903 | BOY |
| EOY | 897044517 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 36295659 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 60510203 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3813965 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87593455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73179244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69128105 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70489443 | CurrentTaxYearMinus1Year |
| Current Tax Year | 105581136 | CurrentTaxYear |
| Total | 405971383 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 87593455 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73179244 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69128105 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70489443 | CurrentTaxYearMinus1Year |
| Current Tax Year | 105581136 | CurrentTaxYear |
| Total | 405971383 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 405971383 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6455370 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5237547 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8247547 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8888370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11250562 | CurrentTaxYear |
| Total | 40079396 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -576622 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -705680 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 87492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -1083463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74693 | CurrentTaxYear |
| Total | -2203580 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50554 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6569 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5202 | CurrentTaxYear |
| Total | 76051 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 443923250 | TotalSupport |
| Public Support Pertcentage170 | 0.91450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.91640 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $4,180 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 4180 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THESE EXPENSES REPRESENT SALARY AND BENEFIT COSTS FOR OUR PRESIDENT'S TIME SPENT LOBBYING MEMBERS OF THE NC GENERAL ASSEMBLY RELATED TO STATE BUDGET BILLS AFFECTING GOLDEN LEAF FUNDING AND EDUCATING LEGISLATORS ABOUT THE FOUNDATION AND ITS WORK. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (36 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| AG REALTY FUND VII (TE), L.P. | 9900046 | F |
| ARCHSTONE OFFSHORE FUND, LTD. | 22622828 | F |
| AURORA VENTURES IV & V | 8404197 | F |
| AXIOM INTL EQUITY FUND II | 21666873 | F |
| BEACON CAPITAL STRATEGIC PTRS V & VI | 5369704 | F |
| SWIFTCURRENT OFFSHORE, LTD. | 19138005 | F |
| CANTILLON GLOBAL VALUE FUND | 31418783 | F |
| CARLYLE VENTURE PARTNERS II, LP | 1932483 | F |
| CAROUSEL CAPITAL PARTNERS III, L.P. | 3164501 | F |
| COLONY INVESTORS VIII, L.P. | 2188200 | F |
| CREDIT SUISSE | 2177650 | F |
| DENHAM COMMODITY PARTNERS FUND V LP | 3679376 | F |
| ENCAP ENERGY CAPITAL FUND VII, L.P. | 3441271 | F |
| FARALLON CAPITAL INSTITUTIONAL PARTNERS, L.P. | 17095453 | F |
| FPA HAWKEYE | 16003171 | F |
| HATTERAS VENTURE PARTNERS II, L.P. | 7453316 | F |
| HIGHLINE CAPITAL INTERNATIONAL, LTD. | 20939071 | F |
| KING STREET CAPITAL, LTD. | 20116534 | F |
| LEXINGTON CAPITAL PTRS V & LCPVI-A (OFFSHORE) | 7992665 | F |
| LONE CASCADE, L.P. | 20976850 | F |
| MATLIN PATTERSON GLOBAL OPPORTUNITIES PTRS III, L.P. | 4730408 | F |
| OZ OVERSEAS FUND II, LTD. | 20376690 | F |
| Q-BLK PRIVATE CAPITAL II, (PARALLEL), L.P. | 9069615 | F |
| SHEPHERD INVESTMENTS INTERNATIONAL, LTD. | 2979209 | F |
| SHERIDAN PRODUCTION PARTNERS 1-B & 11 | 11927000 | F |
| SILCHESTER INTL VALUE EQUITY TRUST | 52663213 | F |
| SILVERPOINT CAPITAL OFFSHORE FUND, LTD. | 816790 | F |
| SYNERGY LIFE SCIENCE PARTNERS, LP | 2293864 | F |
| REALTY ASSOCIATES FUND VIII & IX | 16019015 | F |
| TACONIC OPPORTUNITY OFFSHORE FUND, LTD | 21329143 | F |
| THOMAS H LEE EQUITY FUND VI, L.P. | 5702132 | F |
| VARDE FUND IX & X | 14477050 | F |
| WARBURG PINCUS X | 14302709 | F |
| WELLINGTON ARCHIPELAGO | 32481390 | F |
| WELLINGTON BAY POND | 27324802 | F |
| WELLINGTON CTF COMMODITIES II | 18020242 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 500194249 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 204668748 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 60510203 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 60510203 | RevenueNotRptdF990 |
| Revenue Subtotal | 144158545 | RevenueSubtotal |
| Investment Expenses Not Included | 2228289 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 74693 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2302982 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 146461527 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 104048921 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 104048921 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2228289 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3888658 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6116947 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 110165868 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PASS-THROUGH UBI INCOME FROM K-1S 74,693. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESCISSIONS AND RETURNS OF GRANTS 3,888,658. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (13 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT | 0 | 0 | INVESTMENTS | 27324802 |
| NORTH AMERICA - CANADA AND MEXICO, BUT | 0 | 0 | INVESTMENTS | 32481390 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 816790 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 2177650 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 2979209 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 6136194 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 19138005 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 20116534 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 20376689 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 20939071 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 21329143 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 22622828 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | INVESTMENTS | 31418783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 111170574 | SubtotalAmountSpent |
| Cont Amount Spent | 116686514 | ContAmountSpent |
| Total Amount Spent | 227857088 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (98 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALEXANDER CENTRAL HIGH SCHOOL | |||||||
| 223 SCHOOL DRIVE | TAYLORSVILLE | NC | 28681 | 566000984 | GOV'T ENTITY | 800000 | 1:1 WITH CHROME BOOKS |
| ALLEGHANY COUNTY SCHOOLS | |||||||
| 85 PEACHTREE STREET | SPARTA | NC | 28675 | 566000985 | EDUCATION/EXEMPT | 1199726 | HANDS ON MINDS ON STEM AND MODEL CLASSROOMS |
| APPALACHIAN DISTRICT HEALTH | |||||||
| PO BOX 309 | SPARTA | NC | 28675 | 560001534 | GOV'T ENTITY | 500000 | ENSURING PRIMARY CARE IN ALLEGHANY COUNTY |
| APPALACHIAN STATE UNIVERSITY | |||||||
| 287 RIVERS ST | BOONE | NC | 28608 | 561176030 | STATE-NC | 65000 | SUSTAINABLE PRODUCTION AND QUALITY ASSURANCE FOR THE NC GRAPE/WINE INDUSTRY |
| BEAUFORT COUNTY COMM COLLEGE | |||||||
| 5337 HWY 264 EAST | WASHINGTON | NC | 27889 | 560894923 | EDUCATION/EXEMPT | 188000 | STRENGTHENING THE BCCC TRUCK DRIVER TRAINING PROGRAM |
| BHM REGIONAL LIBRARY INC | |||||||
| 158 NORTH MARKET ST | WASHINGTON | NC | 27889 | 566000093 | 501 (C )(3) | 23257 | LIBRARY TECHNOLOGY CENTER WITH COMPUTERS, EQUIPMENT, AND FURNISHINGS |
| BLUE RIDGE COMMUNITY COLLEGE | |||||||
| 180 WEST CAMPUS DRIVE | FLAT ROCK | NC | 28731 | 560941830 | EDUCATION/EXEMPT | 200000 | MECHATRONICS |
| BLUE RIDGE COMMUNITY COLLEGE | |||||||
| 180 WEST CAMPUS DRIVE | FLAT ROCK | NC | 28731 | 560941830 | EDUCATION/EXEMPT | 485000 | ADVANCED MANUFACTURING UPGRADE |
| BOYS & GIRLS CLUB OF EDENTON | |||||||
| 131 MORRISTOWN ROAD | EDENTON | NC | 27932 | 611546080 | 501 (C )(3) | 162650 | MAKING THE GRADES PROJECT |
| BRUNSWICK COMMUNITY COLLEGE | |||||||
| PO BOX 30 | SUPPLY | NC | 28462 | 561255943 | EDUCATION/EXEMPT | 200000 | BRUNSWICK COMMUNITY COLLEGE INCUBATOR |
| CABARRUS HEALTH ALLIANCE | |||||||
| 300 MOORESVILLE ROAD | KANNAPOLIS | NC | 28081 | 562016594 | GOV'T ENTITY | 200000 | CONNECTING CARE: THE NC TELEHEALTH NETWORK PROGRAM, NON-PROFIT HEALTHCARE PROVIDERS |
| CALDWELL COMMUNITY COLLEGE | |||||||
| 2855 HICKORY BOULEVARD | HUDSON | NC | 28638 | 560817481 | EDUCATION/EXEMPT | 150000 | PROJECT MILLWORK |
| CATAWBA VALLEY COMM COLLEGE | |||||||
| 2550 US HWY 70E | HICKORY | NC | 286028302 | 560792028 | EDUCATION/EXEMPT | 900000 | ENHANCED PROGRAMMING FOR CVCC SATELLITE COLLEGE CAMPUS IN ALEXANDER COUNTY - PHASE 1 |
| CATAWBA VALLEY COMM COLLEGE | |||||||
| 2550 US HWY 70E | HICKORY | NC | 286028302 | 560792028 | EDUCATION/EXEMPT | 470000 | CVCC PATHWAYS TO MID-SKILLS PHASE TWO ("CVCC PATHWAYS") |
| CENTRAL PARK NC | |||||||
| PO BOX 159 | STAR | NC | 27356 | 561830629 | 501 (C )(3) | 100000 | PHASE III STARWORKS BUSINESS DEVELOPMENT EDA CHALLENGE |
| CHOWAN COUNTY TDA | |||||||
| 101 WEST WATER STREET | EDENTON | NC | 27932 | 566000286 | GOV'T ENTITY | 150000 | EDENTON/CHOWAN COUNTY TOURISM PROMOTION PROJECT |
| CITY OF ASHEBORO | |||||||
| 146 NORTH CHURCH STREET | ASHEBORO | NC | 27204 | 566001167 | GOV'T ENTITY | 200000 | WASTEWATER TO ENERGY PROJECT |
| CITY OF BURLINGTON | |||||||
| PO BOX 1358 | BURLINGTON | NC | 27215 | 566001189 | GOV'T ENTITY | 695000 | PROJECT SOUTHPARK |
| CITY OF DUNN | |||||||
| PO BOX 1065 | DUNN | NC | 28335 | 566001214 | GOV'T ENTITY | 448000 | PROJECT GLENWOOD |
| CITY OF GRAHAM | |||||||
| PO DRAWER 357 | GRAHAM | NC | 27253 | 566001234 | GOV'T ENTITY | 900000 | ALAMANCE COUNTY EDA/PROJECT SWORDFISH - INFRASTRUCTURE |
| CLAY CO BOARD OF EDUCATION | |||||||
| PO BOX 178 | HAYESVILLE | NC | 28904 | 566001009 | GOV'T ENTITY | 98000 | 21ST CENTURY HEALTH CAREERS |
| CLAY CO BOARD OF EDUCATION | |||||||
| PO BOX 178 | HAYESVILLE | NC | 28904 | 566001009 | GOV'T ENTITY | 750000 | 1:1 DEVICE INITIATIVE FOR CLAY COUNTY SCHOOLS |
| CLAY COUNTY NORTH CAROLINA | |||||||
| PO BOX 118 | HAYESVILLE | NC | 28904 | 576000287 | GOV'T ENTITY | 1000000 | HWY 69 SEWER LINE EXTENSION PROJECT |
| CLEVELAND COMMUNITY COLLEGE | |||||||
| 137 SOUTH POST ROAD | SHELBY | NC | 28152 | 560848556 | EDUCATION/EXEMPT | 825000 | CENTER FOR INTEGRATED MANUFACTURING |
| COLLEGE OF THE ALBEMARLE | |||||||
| 1208 NORTH ROAD STREET | ELIZABETH CITY | NC | 279062327 | 566024012 | EDUCATION/EXEMPT | 350000 | ALBEMARLE AREA WELDING WORKFORCE P.R.E.P. (PREPARING RESIDENTS FOR ECONOMIC PROSPERITY) |
| CREST | |||||||
| 241 TILLINGHAST STREET | FAYETTEVILLE | NC | 28301 | 561258754 | 501 (C )(3) | 13450 | ADULT DAY VOCATIONAL PROGRAM, (ADVP) - INVENTORY MANAGEMENT PROJECT |
| CTR FOR CREATIVE LEADERSHIP | |||||||
| ONE LEADERSHIP PLACE | GREENSBORO | NC | 274386300 | 237079591 | GOV'T ENTITY | 1550000 | GOLDEN LEAF SCHOLARS LEADERSHIP PROGRAM |
| DUPLIN COUNTY SCHOOLS | |||||||
| 315 N MAIN STREET | KENANSVILLE | NC | 283490128 | 566001020 | GOV'T ENTITY | 627692 | DEVELOPING CAREER PATHWAYS THROUGH STEM |
| EDENTON CHOWAN PARTNERSHIP | |||||||
| 101 W WATER STREET | EDENTON | NC | 27932 | 561978763 | 501 (C )(3) | 130000 | COMPLETING AIRPORT INDUSTRIAL PARK II (FIRING RANGE REMOVAL AND CLEAN-UP) |
| EDENTON-CHOWAN BOARD OF EDUC | |||||||
| PO BOX 206 | EDENTON | NC | 27932 | 560889236 | GOV'T ENTITY | 285000 | SECONDARY SCIENCE TECHNOLOGY ENGINEERING AND MATHEMATICS (STEM) CURRICULUM PROGRAMS |
| EDENTON-CHOWAN BOARD OF EDUC | |||||||
| PO BOX 206 | EDENTON | NC | 27932 | 560889236 | GOV'T ENTITY | 827500 | 1:1 LEARNING INITIATIVE |
| FARMER FOODSHARE INC | |||||||
| 104 GRANITE RIDGE ROAD | CHAPEL HILL | NC | 27516 | 273717889 | 501 (C )(3) | 45000 | POP FOOD MARKET |
| FORSYTH TECH COMM COLLEGE | |||||||
| 2100 SILAS CREEK PARKWAY | WINSTONSALEM | NC | 27103 | 560792614 | EDUCATION/EXEMPT | 825000 | BUILDING MID-SKILLS IN ADVANCED MANUFACTURING FOR THE PIEDMONT TRIAD |
| GASTON COLLEGE | |||||||
| 201 HIGHWAY 321 SOUTH | DALLAS | NC | 28034 | 560792292 | EDUCATION/EXEMPT | 500000 | GASTON COLLEGE CENTER FOR ADVANCED MANUFACTURING |
| HIGH COUNTRY COMMUNITY HEALTH | |||||||
| PO BOX 1490 | BOONE | NC | 28607 | 273033445 | 501 (C )(3) | 200000 | PROVIDING PRIMARY CARE IN THE HIGH COUNTRY |
| HOKE COUNTY | |||||||
| 227 NORTH MAIN STREET | RAEFORD | NC | 28376 | 566001525 | GOV'T ENTITY | 1000000 | HOKE COUNTY - PHASE 1B SEWER & WATER SYSTEM IMPROVEMENTS |
| JAMES SPRUNT COMM COLLEGE | |||||||
| PO BOX 398 | KENANSVILLE | NC | 28349 | 560892755 | GOV'T ENTITY | 1000000 | JSCC DIESEL MECHANIC PROGRAM |
| JOHNSTON COMMUNITY COLLEGE | |||||||
| 245 COLLEGE ROAD | SMITHFIELD | NC | 27577 | 560937578 | 501 (C )(3) | 275000 | PARTNERSHIP REALIZING IMPACT ON MANUFACTURING ECONOMY (PRIME) |
| LAURINBURG-MAXTON AIRPORT | |||||||
| 16701 AIRPORT ROAD | MAXTON | NC | 28364 | 566018132 | GOV'T ENTITY | 200000 | LMAC WATER SYSTEM IMPROVEMENTS FOR FCC NORTH CAROLINA |
| LEE COUNTY INDUSTRIES INC | |||||||
| 2711 TRAMWAY ROAD | SANFORD | NC | 27332 | 560898262 | 501 (C )(3) | 35000 | DOCUMENT MANAGEMENT BUSINESS |
| MAYLAND COMM COLLEGE FDN | |||||||
| P O BOX 547 | SPRUCE PINE | NC | 28777 | 581486405 | 501 (C )(3) | 71000 | READINESS NOW: BUILDING WORKFORCE SKILLS AND PREPAREDNESS IN AVERY COUNTY |
| MCDOWELL COUNTY SCHOOLS | |||||||
| 334 SOUTH MAIN STREET | MARION | NC | 28752 | 566001073 | GOV'T ENTITY | 200000 | IMPLEMENTING 9-12 ONE-TO-ONE COMPUTING IN MCDOWELL COUNTY SCHOOLS |
| MCDOWELL EDA | |||||||
| 25 SOUTH GARDNER STREET | MARION | NC | 285721289 | 561346748 | 501 (C )(3) | 60258 | FOOTHILLS PILOT PLANT, FINAL SUSTAINABILITY PHASE |
| MDC INC | |||||||
| PO BOX 17268 | CHAPEL HILL | NC | 275167268 | 560894222 | 501 (C )(3) | 37500 | BUILDING AN EDUCATION-TO-CAREER SYSTEM IN DURHAM |
| METROPOLITAN COMM HEALTH | |||||||
| PO BOX 1886 | WASHINGTON | NC | 278891886 | 562143419 | 501 (C )(3) | 200000 | AGAPE CLINIC #2 SATELLITE CLINIC BELHAVEN, NORTH CAROLINA |
| MILES JOB FUND INC | |||||||
| PO BOX 727 | SPARTA | NC | 28675 | 261802548 | 501 (C )(3) | 75000 | JOB CREATION |
| MITCHELL COMMUNITY COLLEGE | |||||||
| 500 WEST BROAD STREET | STATESVILLE | NC | 28677 | 561048429 | EDUCATION/EXEMPT | 418742 | GOLDEN LEAF: BUILDING TECHNICAL TALENTS |
| MONTGOMERY COUNTY | |||||||
| 102 EAST SPRING STREET | TROY | NC | 273710425 | 566000321 | GOV'T ENTITY | 3500000 | PROJECT SKYFALL |
| MOSS MEMORIAL LIBRARY | |||||||
| PO BOX 900 | HAYESVILLE | NC | 28904 | 566000703 | GOV'T ENTITY | 60000 | WORK TRAINING CENTER |
| MOUNTAIN AREA HEALTH ED CTR | |||||||
| 121 HENDERSONVILLE ROAD | ASHEVILLE | NC | 288032868 | 561071426 | 501 (C )(3) | 175000 | PRIMARY HEALTHCARE ACCESS IN WESTERN NORTH CAROLINA |
| NASH COMMUNITY COLLEGE | |||||||
| 522 NORTH OLD CARRIAGE ROAD | ROCKY MOUNT | NC | 27804 | 560895794 | EDUCATION/EXEMPT | 845000 | PROJECT NC301 |
| NASH HOSPITALS INC | |||||||
| 2460 CURTIS ELLIS DRIVE | ROCKY MOUNT | NC | 27804 | 237027004 | 501 (C )(3) | 200000 | DIGITAL RADIOGRAPHY EQUIPMENT FOR PEDIATRIC EMERGENCY DEPARTMENT |
| NASH-ROCKY MOUNT PUBLIC SCH | |||||||
| 930 EASTERN AVENUE | NASHVILLE | NC | 27856 | 561766036 | EDUCATION/EXEMPT | 150000 | DIGITAL CONVERSION: 21ST CENTURY PROFESSIONAL LEARNING FOR EDUCATORS |
| NC COMMUNITY COLLEGE SYSTEM | |||||||
| 5016 MAIL SERVICE CENTER | RALEIGH | NC | 276995016 | 561288079 | EDUCATION/EXEMPT | 750000 | GOLDEN LEAF SCHOLARS PROGRAM - TWO-YEAR COLLEGES (2013-14) |
| NC INDEPENDENT COLLEGES | |||||||
| 530 N BLOUNT STREET | RALEIGH | NC | 27604 | 560775353 | 501 (C )(3) | 210000 | NCICU GOLDEN LEAF FOUNDATION SCHOLARSHIP PROGRAM, 2013-14 |
| NC NEW SCHOOLS PROJECT INC | |||||||
| 4600 MARRIOTT DRIVE SUITE 510 | RALEIGH | NC | 276123307 | 204031703 | 501 (C )(3) | 100000 | 1:1 NC LEARNING TECHNOLOGY INITIATIVE |
| NC SEAA | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 277094103 | 900145439 | GOV'T ENTITY | 1894000 | GOLDEN LEAF SCHOLARS PROGRAM 2013-2014 |
| NC STATE UNIVERSITY | |||||||
| 2701 SULLIVAN DR SUITE 240 | RALEIGH | NC | 276957514 | 566000756 | STATE-NC | 297244 | GOLDEN LEAF MID-SKILLS EVALUATION |
| NC STATE UNIVERSITY | |||||||
| 2701 SULLIVAN DR SUITE 240 | RALEIGH | NC | 276957514 | 566000756 | STATE-NC | 185326 | ALTERNATIVES TO PEAT MOSS AND PERLITE IN HORTICULTURAL CROP PRODUCTION |
| NC STATE UNIVERSITY | |||||||
| 2701 SULLIVAN DR SUITE 240 | RALEIGH | NC | 276957514 | 566000756 | STATE-NC | 125000 | EXPANDING THE IMPACT AND SUCCESS OF THE NC 10% CAMPAIGN |
| NC STATE UNIVERSITY | |||||||
| 2701 SULLIVAN DR SUITE 240 | RALEIGH | NC | 276957514 | 566000756 | STATE-NC | 199925 | OPERATION: FLY GULL ROCK |
| NC STATE UNIVERSITY | |||||||
| CAMPUS BOX 7514 | RALEIGH | NC | 276957626 | 566000756 | STATE-NC | 99890 | ECONOMIC GROWTH FOR RURAL WOOD PRODUCTS SHOPS VIA SALES TO RETAIL STORES |
| PHARMACY FOUNDATION OF NC | |||||||
| 194 FINLEY GOLF COURSE RD STE 106 | CHAPEL HILL | NC | 27517 | 566037918 | 501 (C )(3) | 100000 | UNC ESHELMAN SCHOOL OF PHARMACY ASHEVILLE SATELLITE PROGRAM |
| PIEDMONT COMMUNITY COLLEGE | |||||||
| PO BOX 1197 | ROXBORO | NC | 27573 | 560990351 | EDUCATION/EXEMPT | 165032 | PIEDMONT COMMUNITY COLLEGE'S WORKFORCE CERTIFICATION ACADEMY |
| PIEDMONT TRIAD AIRPORT AUTH | |||||||
| 1000 A TED JOHNSON PARKWAY | GREENSBORO | NC | 27409 | 560668378 | 501 (C )(3) | 1000000 | PROJECT RADAR |
| PITT COMMUNITY COLLEGE | |||||||
| PO DRAWER 7007 | GREENVILLE | NC | 278357007 | 560793335 | GOV'T ENTITY | 900000 | REGIONAL PARTNERSHIP FOR INCREASING MID-LEVEL SKILLS IN ADVANCED MANUFACTURING |
| REGENERATION DEV GROUP INC | |||||||
| P O BOX 485 | SCOTLAND NECK | NC | 27874 | 521867108 | 501 (C )(3) | 52280 | ALLIED HEALTH WORKFORCE TRAINING AND JOB CREATION PROJECT |
| RICHMOND COUNTY SCHOOLS | |||||||
| 118 VANCE STREET | HAMLET | NC | 28345 | 566002508 | EDUCATION/EXEMPT | 110000 | INTERACTIVE PROJECT BASED LEARNING USING 3D |
| ROCKINGHAM COMMUNITY COLLEGE | |||||||
| PO BOX 38 | WENTWORTH | NC | 27289 | 560812577 | GOV'T ENTITY | 496000 | WELDING FOR SUCCESS |
| ROWAN-CABARRUS COMM COLLEGE | |||||||
| PO BOX 1595 | SALISBURY | NC | 28145 | 560792333 | EDUCATION/EXEMPT | 491451 | ADVANCED MACHINING PROJECT |
| SAMPSON COUNTY | |||||||
| 406 COUNTY COMPLEX RD BLDG C | CLINTON | NC | 28328 | 566000338 | GOV'T ENTITY | 450000 | PROJECT TRIO |
| SAMPSON COUNTY | |||||||
| 406 COUNTY COMPLEX RD BLDG C | CLINTON | NC | 28328 | 566000338 | GOV'T ENTITY | 450000 | PROJECT TRIUMPH |
| SAMPSON REGIONAL MEDICAL CTR | |||||||
| 607 BEAMAN STREET 28328 | CLINTON | NC | 283290260 | 560562304 | 501 (C )(3) | 200000 | EASTERN NORTH CAROLINA RURAL HOSPITAL LEAN IMPROVEMENT |
| SCOTLAND COUNTY | |||||||
| PO BOX 489 | LAURINBURG | NC | 28352 | 566000339 | GOV'T ENTITY | 1000000 | FCC (NORTH CAROLINA), LLC EXPANSION |
| SOUTH PIEDMONT COMM COLLEGE | |||||||
| PO BOX 126 | POLKTON | NC | 28135 | 560893801 | EDUCATION/EXEMPT | 345000 | MACHINING CREDENTIAL TO COLLEGE CREDIT & APPRENTICESHIP PROJECT |
| SOUTHEASTERN COMM COLLEGE | |||||||
| PO BOX 151 | WHITEVILLE | NC | 284720151 | 560815200 | EDUCATION/EXEMPT | 275000 | PROJECT PRIME (PLASTICS RESOURCES IN MANUFACTURING EXCELLENCE) |
| STOKES COUNTY | |||||||
| PO BOX 20 | DANBURY | NC | 27016 | 566000340 | GOV'T ENTITY | 2000000 | MEADOWS & FORSYTH TECHNICAL COMMUNITY COLLEGE WATER & SEWER IMPROVEMENTS |
| TEACH FOR AMERICA NC | |||||||
| 324 BLACKWELL ST SUITE 1160 | DURHAM | NC | 27701 | 133541913 | 501 (C )(3) | 100000 | CLOSING THE ACHIEVEMENT GAP IN EASTERN NORTH CAROLINA |
| THE SOUTHERN DOCUMENTARY FUND | |||||||
| 762 NINTH ST 574 | DURHAM | NC | 27705 | 752993148 | 501 (C )(3) | 75000 | A CHEF'S LIFE (WORKING TITLE FOR TV SERIES AND WEBSITE) |
| TOWN OF BLOWING ROCK | |||||||
| PO BOX 47 | BLOWING ROCK | NC | 28605 | 566001184 | GOV'T ENTITY | 100000 | HOSPITAL SERVICES EXPANSION PROJECT |
| TOWN OF NORTH WILKESBORO | |||||||
| 832 MAIN STREET | NORTH WILKESBORO | NC | 28659 | 566001302 | GOV'T ENTITY | 150000 | 115 SEWER INFRASTRUCTURE PROJECT |
| TOWN OF PEMBROKE | |||||||
| PO BOX 866 | PEMBROKE | NC | 28372 | 560809922 | GOV'T ENTITY | 1158000 | ONSITE PRE-TREATMENT WASTE WATER PROCESSING PLANT |
| TOWN OF TAYLORSVILLE | |||||||
| 67 MAIN AVENUE DRIVE | TAYLORSVILLE | NC | 28681 | 156001351 | GOV'T ENTITY | 300000 | MILLERSVILLE COMMUNITY SANITARY SEWER PROJECT |
| TRANSYLVANIA COUNTY SCHOOLS | |||||||
| 225 ROSENWALD LN | BREVARD | NC | 28712 | 566001121 | GOV'T ENTITY | 200000 | MASTERING THE GLOBAL WORLD |
| TRI-COUNTY COMMUNITY COLLEGE | |||||||
| 21 CAMPUS CIRCLE | MURPHY | NC | 28906 | 560896010 | GOV'T ENTITY | 55000 | MACHINING TRAINING FOR INDUSTRY EXPANSION |
| UNC - GA | |||||||
| 910 RALEIGH ROAD | CHAPEL HILL | NC | 275152688 | 566172047 | EDUCATION/EXEMPT | 315000 | GOLDEN LEAF SCHOLARS PROGRAM, 2013-14 |
| UNC-G | |||||||
| 1713 HHRA BLDG | GREENSBORO | NC | 274026170 | 566001468 | EDUCATION/EXEMPT | 200000 | 21ST CENTURY LEADERSHIP WITH INSTRUCTIONAL TECHNOLOGY FACILITATOR CERTIFICATION |
| VANCE COUNTY | |||||||
| 122 YOUNG STREET STE B | HENDERSON | NC | 275365574 | 566000346 | GOV'T ENTITY | 7806 | SATTERWHITE POINTE ROAD WATER PROJECT |
| VIDANT DUPLIN HOSPITAL | |||||||
| PO BOX 274 | KENANSVILLE | NC | 28349 | 566011594 | 501 (C )(3) | 389266 | DUPLIN TELEHEALTH CHRONIC DISEASE MANAGEMENT PROGRAM |
| WAYNE COMMUNITY COLLEGE | |||||||
| PO BOX 8002 | GOLDSBORO | NC | 275338002 | 560792849 | EDUCATION/EXEMPT | 1250000 | WAYNE COMMUNITY COLLEGE'S TRAINING AND CREDENTIALING (TAC) PROJECT |
| WAYNE COUNTY PUBLIC SCHOOLS | |||||||
| PO DRAWER 1797 | GOLDSBORO | NC | 27533 | 566001131 | GOV'T ENTITY | 526095 | GOLDEN LEAF STEM LEARNING CENTERS |
| WAYNE HEALTH FOUNDATION | |||||||
| PO BOX 8001 | GOLDSBORO | NC | 27533 | 581881912 | 501 (C )(3) | 225000 | WATCH HEALTHCARE PROGRAM EXPANSION |
| WHITAKER PARK DEV AUTH | |||||||
| 635 NORTH TRADE STREET | WINSTONSALEM | NC | 27101 | 453814914 | 501 (C )(3) | 1700000 | WHITAKER PARK |
| WILKES ADULT DEVELOPMENT | |||||||
| PO BOX 968 | NORTH WILKESBORO | NC | 28659 | 561158621 | 501 (C )(3) | 50000 | A MIND IS A TERRIBLE THING TO WASTE |
| WILKES COMMUNITY COLLEGE | |||||||
| PO BOX 120 | WILKESBORO | NC | 286970120 | 560846669 | EDUCATION/EXEMPT | 1250000 | WILKES COMMUNITY COLLEGE HEALTH SCIENCES CENTER |
| WILKES DENTAL CONSORTIUM | |||||||
| 1915 WEST PARK DRIVE STE 104 | NORTH WILKESBORO | NC | 286593777 | 911943799 | 501 (C )(3) | 305255 | MOBILE DENTAL CLINIC |
| WILSON EDC | |||||||
| PO BOX 728 | WILSON | NC | 278940728 | 560654413 | GOV'T ENTITY | 1000000 | WOODARD PARKWAY INFRASTRUCTURE IMPROVEMENTS (WPII) |
| YADKIN COUNTY SCHOOLS | |||||||
| 121 WASHINGTON STREET | YADKINVILLE | NC | 27055 | 566001137 | EDUCATION/EXEMPT | 200000 | LEARNERS ENGAGED AND FUTURE-READY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 98 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART 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 SESSION. 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 RECIEVE AN INITIAL DISBURSEMENT OF UP TO 80% OF THE GRANT AWARD. 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. 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL J GERLACH | ||||||||||||||
| PRESIDENT | 185990 | 0 | 0 | 0 | 270 | 0 | 18973 | 0 | 16991 | 0 | 222224 | 0 | 0 | 0 |
| MARK A SORRELLS | ||||||||||||||
| SENIOR VICE-PRESIDENT | 157612 | 0 | 0 | 0 | 414 | 0 | 16425 | 0 | 16616 | 0 | 191067 | 0 | 0 | 0 |
| PETER J CERA | ||||||||||||||
| VP INVESTMENTS | 138664 | 0 | 0 | 0 | 270 | 0 | 14264 | 0 | 16628 | 0 | 169826 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | ROTARY CLUB DUES. |
| PART I, LINE 1B | PAYMENT OF DUES APPROVED BY BOARD. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | 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. | |
| FORM 990, PART VI, SECTION A, 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, PART VI, SECTION B, LINE 11 | 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 RECOMMENDED APPROVAL TO THE FULL BOARD. THE BOARD OF DIRECTORS APPROVED THE FORM 990 PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, 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 DISCLOSURES 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. | |
| FORM 990, PART VI, SECTION B, LINE 15A | 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 NORTH CAROLINA STATE AGENCIES 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. | |
| FORM 990, PART VI, SECTION C, 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. | |
| FORM 990, PART XI, LINE 9: | PASS-THROUGH UBI INCOME FROM K-1S -74,693. RESCISSIONS AND RETURNS OF GRANTS 3,888,658. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF AUDIT: |