Liabilities / Assets
23rd percentile
Higher debt load relative to assets than 23% of similar nonprofits.
The Golden L E a F Long-Term Economic Advancement Foundation In
990 • Fiscal year 2017 • EIN 52-2204473
Refreshing map…
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.17x
Liabilities / Revenue
84th percentile
Higher debt load relative to revenue than 84% of similar nonprofits.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
2nd percentile
Higher top officer pay than 2% of similar nonprofits.
Top officer pay equals 0.3% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Balance Sheet
Assets
Up$1,038,999,385
Up $122,573,558 (+13%) from 2016
Net Assets
Up$867,348,348
Up $18,919,181 (+2.2%) from 2016
Liabilities
Up$171,651,037
Up $103,654,377 (+152%) from 2016
Revenue And Expenses
Revenue
Up$87,246,987
Up $55,965,479 (+179%) from 2016
Expenses
Up$138,890,436
Up $99,785,757 (+255%) from 2016
Net Income
Down-$51,643,449
Down $43,820,278 (-560%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 3, 2017
- Return Version
- 2016v3.1
- Gross Receipts
- $363,465,797
Mission and Program Overview
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.
SEE PART III, LINE 1
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $848,429,167 | $867,348,348 | ▲ $18,919,181 |
| Investments Other Securities | $642,989,241 | $715,669,175 | ▲ $72,679,934 |
| Investments in Publicly Traded Securities | $272,293,598 | $321,612,265 | ▲ $49,318,667 |
| Cash and Non-Interest-Bearing Accounts | $869,099 | $1,286,773 | ▲ $417,674 |
| Other Notes and Loans Receivable, Net | $174,211 | $228,640 | ▲ $54,429 |
| Prepaid Expenses and Deferred Charges | $99,548 | $108,114 | ▲ $8,566 |
| Accounts Receivable | $130 | $94,418 | ▲ $94,288 |
| Savings and Temporary Cash Investments | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Intangible Assets | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Total Assets | $916,425,827 | $1,038,999,385 | ▲ $122,573,558 |
| Other Assets Total | $0 | $0 | → $0 |
| Liabilities | |||
| Grants Payable | $67,837,353 | $171,474,057 | ▲ $103,636,704 |
| Accounts Payable and Accrued Expenses | $159,307 | $176,980 | ▲ $17,673 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Other Liabilities | $0 | $0 | → $0 |
| Deferred Revenue | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $67,996,660 | $171,651,037 | ▲ $103,654,377 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $848,429,167 | $867,348,348 | ▲ $18,919,181 |
| Total Liabilities and Net Assets / Fund Balance | $916,425,827 | $1,038,999,385 | ▲ $122,573,558 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $36,068,603 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dan Gerlach | President | FT | $195,065 | $40,889 | $235,954 |
| Mark Sorrells | Senior Vice President | FT | $182,851 | $35,604 | $218,455 |
| Edward Lord | VP Programs/staff Atty | FT | $126,402 | $33,643 | $160,045 |
| Beth Edmondson | Controller | PT | $100,772 | $26,415 | $127,187 |
| Peter Cera Partial Year | VP Investments | FT | $58,456 | $7,080 | $65,536 |
| Bo Biggs | Director | - | $1,248 | - | $1,248 |
| Britt Cobb | Director | - | $1,248 | - | $1,248 |
| David Rose | Director | - | $1,144 | - | $1,144 |
| Carolyn Justice | Director | - | $1,040 | - | $1,040 |
| David Stover | Director-assistant Secretary | - | $1,040 | - | $1,040 |
| Lawrence Davenport | Director | - | $1,040 | - | $1,040 |
| Ralph Strayhorn | Director | - | $1,040 | - | $1,040 |
| Billy Ray Hall | Director | - | $936 | - | $936 |
| Jerome Vick | Director | - | $832 | - | $832 |
| Randy Isenhower | Director-vice Chair | - | $832 | - | $832 |
| Tommy Hester | Director-secretary | - | $832 | - | $832 |
| Ruth Samuelson | Director | - | $624 | - | $624 |
Board Members and Trustees
| Name | Title |
|---|---|
| Barry Dodson | Director-board Chair |
| Jim Gardner | Director |
| Johnathan Rhyne | Director |
| Lee Roberts | Director |
| Thomas Stith | Director |
| Don Flow | Director-treasurer |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Silchester International Investors | Investment Mngmt | 780 THIRD AVENUE 42ND FLOOR, New York, NY 10017 | $483,622 |
| Drz | Investment Mngmt | 250 PARK AVENUE SOUTH SUITE 250, Winter Park, FL 32789 | $349,252 |
| Prime Buchholz Associates Inc | Invest. consulting | 25 Chestnut Street, Portsmouth, NH 03801 | $319,022 |
| Wellington Management | Investment Mngmt | 280 CONGRESS STREET, Boston, MA 02110 | $204,768 |
| Rice Hall James Associates LLC | Investment Mngmt | 600 WEST BROADWAY SUITE 1000, San Diego, CA 92101 | $202,727 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $35,389,953
- Program Service Revenue
- $0
- Investment Income
- $51,852,546
- Other Revenue
- $4,488
- All Other Contributions
- $389,953
- Change in Net Assets
- $-51,643,449
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $84,613,414
- Revenue Not Reported on Financial Statements
- $2,633,573
- Revenue Not Reported on Form 990
- $67,460,693
- Total Revenue per Audited Statements
- $152,074,107
- Total Revenue per Form 990
- $87,246,987
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $133,579,949 |
| Other Expenses | $3,332,588 |
| Salaries, Compensation, and Employee Benefits | $1,977,899 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $133,579,949 | - | - | $133,579,949 |
| Fees for Service Investment Mgmnt Fees | - | $2,633,573 | - | $2,633,573 |
| Other Salaries and Wages | $653,972 | $146,822 | - | $800,794 |
| Current Officers, Directors, Trustees, and Key Employees | $490,253 | $299,225 | $0 | $789,478 |
| Other Employee Benefits | $126,256 | $82,395 | - | $208,651 |
| Occupancy | - | $125,647 | - | $125,647 |
| Fees for Services Legal | - | $125,315 | - | $125,315 |
| Payroll Taxes | $73,252 | $25,623 | - | $98,875 |
| Pension Plan Contributions | $65,591 | $14,510 | - | $80,101 |
| Information Technology | - | $71,651 | - | $71,651 |
| Fees for Services Accounting | - | $64,460 | - | $64,460 |
| Travel | $39,344 | $1,379 | - | $40,723 |
| Office Expenses | - | $37,345 | - | $37,345 |
| Fees for Services Other | - | $30,750 | - | $30,750 |
| Insurance | - | $19,470 | - | $19,470 |
| Advertising | - | $14,576 | - | $14,576 |
| Other Expenses | - | $9,413 | - | $9,413 |
| All Other Expenses | - | $2,896 | - | $2,896 |
| Total Functional Expenses | $135,028,617 | $3,861,819 | $0 | $138,890,436 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $138,890,436 |
| Expenses per Audited Statements | $133,154,926 |
| Total Expenses per Audited Statements | $133,154,926 |
| Expenses Not Reported on Financial Statements | $5,735,510 |
| Other Expense Adjustments | $3,101,937 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| NC Ag Foundation Inc | Raleigh, NC | 501(c)(3) | See Part IV | $45,000,000 |
| Carolinas Gateway Partnership | Rocky Mount, NC | 501(c)(3) | See Part IV | $7,000,000 |
| City of Greensboro | Greensboro, NC | Gov't Entity | See Part IV | $7,000,000 |
| City of Sanford | Sanford, NC | Gov't Entity | See Part IV | $4,000,000 |
| Town of Siler City | Siler City, NC | Gov't Entity | See Part IV | $4,000,000 |
| City of Lumberton | Lumberton, NC | Gov't Entity | See Part IV | $3,000,000 |
| City of Shelby | Shelby, NC | Gov't Entity | See Part IV | $3,000,000 |
| Public Sch of Robeson Co | Pembroke, NC | Gov't Entity | See Part IV | $2,761,016 |
| Ncseaa | Research Triangle Pk, NC | Gov't Entity | See Part IV | $2,423,500 |
| NC Rural Econ Devel Ctr Inc | Raleigh, NC | 501(c)(3) | See Part IV | $2,250,000 |
| City of Lumberton | Lumberton, NC | Gov't Entity | See Part IV | $2,020,522 |
| Carolina Small Bus Dev Fund | Raleigh, NC | 501(c)(3) | See Part IV | $2,000,000 |
| UNC at Pembroke | Pembroke, NC | Education | See Part IV | $1,892,900 |
| Town of Fair Bluff | Fair Bluff, NC | Gov't Entity | See Part IV | $1,767,000 |
| Ctr for Creative Leadership | Greensboro, NC | Gov't Entity | See Part IV | $1,700,000 |
| Alamance-Burlington Schools | Burlington, NC | Gov't Entity | See Part IV | $1,500,000 |
| City of Shelby | Shelby, NC | Gov't Entity | See Part IV | $1,500,000 |
| Cleveland Community College | Shelby, NC | Gov't Entity | See Part IV | $1,500,000 |
| Forsyth Tech Comm College | WinstonSalem, NC | Education | See Part IV | $1,500,000 |
| Lenoir County | Kinston, NC | Gov't Entity | See Part IV | $1,406,700 |
| Mcnc | Research Triangle Pk, NC | 501(c)(3) | See Part IV | $1,368,000 |
| Carolina Small Bus Dev Fund | Raleigh, NC | 501(c)(3) | See Part IV | $1,000,000 |
| Davidson County | Lexington, NC | Gov't Entity | See Part IV | $1,000,000 |
| Davidson County Comm College | Lexington, NC | Gov't Entity | See Part IV | $1,000,000 |
| NC Rural Econ Devel Ctr Inc | Raleigh, NC | 501(c)(3) | See Part IV | $1,000,000 |
| Piedmont Triad Reg Devel Corp | Kernersville, NC | 501(c)(3) | See Part IV | $1,000,000 |
| City of Fayetteville | Fayetteville, NC | Gov't Entity | See Part IV | $993,000 |
| Randolph Community College | Asheboro, NC | Gov't Entity | See Part IV | $960,000 |
| Anson County Schools | Wadesboro, NC | Gov't Entity | See Part IV | $950,000 |
| City of Fayetteville | Fayetteville, NC | Gov't Entity | See Part IV | $920,491 |
| City of Fayetteville | Fayetteville, NC | Gov't Entity | See Part IV | $873,872 |
| Town of McAdenville | McAdenville, NC | Gov't Entity | See Part IV | $858,000 |
| County of Bladen | Elizabethtown, NC | Gov't Entity | See Part IV | $800,000 |
| Surry Comm College Fdn Inc | Dobson, NC | 501(c)(3) | See Part IV | $800,000 |
| Town of Black Mountain | Black Mountain, NC | Gov't Entity | See Part IV | $775,000 |
| NC Community College System | Raleigh, NC | Gov't Entity | See Part IV | $750,000 |
| NC Community Dev Initiative | Raleigh, NC | 501(c)(3) | See Part IV | $750,000 |
| City of Mount Airy | Mount Airy, NC | Gov't Entity | See Part IV | $722,500 |
| James Sprunt Comm College | Kenansville, NC | Gov't Entity | See Part IV | $702,000 |
| Caswell County Government | Yanceyville, NC | Gov't Entity | See Part IV | $700,200 |
| Rowan-Salisbury School System | Salisbury, NC | Gov't Entity | See Part IV | $700,000 |
| Guilford Tech Comm College | Jamestown, NC | Gov't Entity | See Part IV | $650,000 |
| Gaston County Schools | Gastonia, NC | Gov't Entity | See Part IV | $634,107 |
| Craven County Government | New Bern, NC | Gov't Entity | See Part IV | $618,670 |
| City of Kinston | Kinston, NC | Gov't Entity | See Part IV | $599,720 |
| Mooresville-South Iredell EDC | Mooresville, NC | 501(c)(3) | See Part IV | $577,808 |
| Rowan-Cabarrus Comm College | Salisbury, NC | Gov't Entity | See Part IV | $560,000 |
| Town of Fair Bluff | Fair Bluff, NC | Gov't Entity | See Part IV | $522,600 |
| City of Reidsville | Reidsville, NC | Gov't Entity | See Part IV | $500,000 |
| County of Bertie | Windsor, NC | Gov't Entity | See Part IV | $500,000 |
| Davidson County Comm College | Lexington, NC | Gov't Entity | See Part IV | $500,000 |
| Pfeiffer University | Misenheimer, NC | 501(c)(3) | See Part IV | $500,000 |
| Stanly County | Albemarle, NC | Gov't Entity | See Part IV | $500,000 |
| Town of Madison | Madison, NC | Gov't Entity | See Part IV | $500,000 |
| Town of Burgaw | Burgaw, NC | Gov't Entity | See Part IV | $478,000 |
| Goler Community Devel Corp | WinstonSalem, NC | 501(c)(3) | See Part IV | $477,394 |
| City of Havelock | Havelock, NC | Gov't Entity | See Part IV | $476,000 |
| Iredell-Statesville Schools | Statesville, NC | Gov't Entity | See Part IV | $460,000 |
| Yadkin County | Yadkinville, NC | Gov't Entity | See Part IV | $448,800 |
| Town of Tabor City | Tabor City, NC | Gov't Entity | See Part IV | $406,996 |
| Rowan-Cabarrus Comm College | Salisbury, NC | Gov't Entity | See Part IV | $403,487 |
| Caswell County Schools | Yanceyville, NC | Education | See Part IV | $346,207 |
| Town of Boardman | Evergreen, NC | Gov't Entity | See Part IV | $336,000 |
| Stanly Community College | Albemarle, NC | Gov't Entity | See Part IV | $325,000 |
| Surry County Schools | Dobson, NC | Gov't Entity | See Part IV | $320,046 |
| Town of Pembroke | Pembroke, NC | Gov't Entity | See Part IV | $310,237 |
| City of Fayetteville | Fayetteville, NC | Gov't Entity | See Part IV | $300,000 |
| County of Wayne | Goldsboro, NC | Gov't Entity | See Part IV | $300,000 |
| County of Wayne | Goldsboro, NC | Gov't Entity | See Part IV | $237,474 |
| Town of Fremont | Fremont, NC | Gov't Entity | See Part IV | $222,250 |
| Burke County Public Schools | Morganton, NC | Gov't Entity | See Part IV | $200,000 |
| Carteret Comm Coll Fdn Inc | Morehead City, NC | 501(c)(3) | See Part IV | $200,000 |
| County of Randolph | Asheboro, NC | Gov't Entity | See Part IV | $200,000 |
| Eliz City Pasquotank Pub Schs | Elizabeth City, NC | Gov't Entity | See Part IV | $200,000 |
| Halifax Reg Med Ctr Inc | Roanoke Rapids, NC | 501(c)(3) | See Part IV | $200,000 |
| Martin County | Williamston, NC | Gov't Entity | See Part IV | $200,000 |
| NC Fdn for Soil & Water Cons | Raleigh, NC | 501(c)(3) | See Part IV | $200,000 |
| Neaaat | Elizabeth City, NC | 501(c)(3) | See Part IV | $200,000 |
| North Carolina Baptist Men | Cary, NC | 501(c)(3) | See Part IV | $200,000 |
| Town of Seaboard | Seaboard, NC | Gov't Entity | See Part IV | $200,000 |
| Univ of Mount Olive Inc | Mount Olive, NC | 501(c)(3) | See Part IV | $200,000 |
| Vance County Schools | Henderson, NC | Gov't Entity | See Part IV | $200,000 |
| Davie County Schools | Mocksville, NC | Gov't Entity | See Part IV | $199,978 |
| NC State - Friday Institute | Raleigh, NC | Education | See Part IV | $199,961 |
| Franklin Co Public Schools | Louisburg, NC | 501(c)(3) | See Part IV | $192,756 |
| County of Wayne | Goldsboro, NC | Gov't Entity | See Part IV | $178,000 |
| NC's Eastern EDC | Williamston, NC | 501(c)(3) | See Part IV | $174,686 |
| Graham County Schools | Robbinsville, NC | Gov't Entity | See Part IV | $173,961 |
| NC State University | Raleigh, NC | Education | See Part IV | $151,405 |
| City of Whiteville | Whiteville, NC | Gov't Entity | See Part IV | $150,000 |
| Global Opportunities Center | Greensboro, NC | 501(c)(3) | See Part IV | $150,000 |
| East Carolina University | Greenville, NC | Gov't Entity | See Part IV | $135,000 |
| Beaufort County Comm College | Wash, NC | Education | See Part IV | $120,000 |
| ABC of NC Foundation | WinstonSalem, NC | 501(c)(3) | See Part IV | $100,000 |
| Forsyth County | WinstonSalem, NC | Gov't Entity | See Part IV | $100,000 |
| Lenoir Community College | Kinston, NC | Gov't Entity | See Part IV | $76,000 |
| County of Bertie | Windsor, NC | Gov't Entity | See Part IV | $72,707 |
| Health Educ Fdn for ENC Inc | Rocky Mount, NC | 501(c)(3) | See Part IV | $57,500 |
| UNC at Pembroke | Pembroke, NC | 501(c)(3) | See Part IV | $55,000 |
| NC State University | Raleigh, NC | Gov't Entity | See Part IV | $37,500 |
International Summary
- Spending
- $303,578,379
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- Yes
- Transfers to foreign corporations
- Yes
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | - | - | - | $196,161,143 |
| North America | Investments | - | - | - | $56,859,298 |
| Europe (Including Iceland and Greenland) | Investments | - | - | - | $50,557,938 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- Yes
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
APPROVAL OF GOVERNING BODY DECiSIONS - FORM 990, PART VI, LINE 6,7A and 7B
“The foundation is governed by a board of directors comprised of fifteen directors. Five directors are appointed by the governor of the state of north carolina. Five directors are appointed by the president pro tempore of the north carolina senate. five directors are appointed by the speaker of the north carolina house of representatives.”
Disposal of Assets - Form 990, Part VI, Line 7B
“The foundation may not dispose of assets pursuant to the provisions of section 55a-12-02 of the north carolina general statutes without the approval of the north carolina general assembly. The foundation may not amend its articles of incorporation without the approval of the north carolina general assembly.”
Form 990 Review Process - Form 990, Part VI, Line 11B
“A copy of Form 990 was provided to each member of the foundation's board of directors. The audit committee of the board reviewed the Form 990 and, prior to its filing, recommended approval to the full board.”
Conflicts of Interest - Form 990, Part VI, Line 12C
“The foundation'S board of directors and committees meet approximately six times per year. At each such meeting, or group of meetings, directors are asked to confirm their disclosure or make any new disclosures. When a director discloses an interest in a proposed transaction, the director does not participate in the discussion concerning, or the vote upon, the proposed transaction.”
Determining Compensation - Form 990, Part VI, Line 15
“The personnel committee of the board of directors reviewed salary and benefit information for positions comparable to the president at other north carolina foundations and endowments and reviewed the results of a salary study of nonprofit salaries prior to making a recommendation to the board regarding the president's salary and benefits. The board approved the salary and benefits of the president.”
Availability of Other Documents - Form 990, Part VI, Line 19
“The organization makes its governing documents and conflict of interest policy available upon request. The financial statements are made available on the organization's website and upon request.”
Filing and Contact Details
Filer
- Filer Name
- The Golden LEAF Inc
- EIN
- 52-2204473
- In Care Of
- % BETH EDMONDSON
- Phone
- 2524427474
- Address
- 301 N Winstead Avenue, Rocky Mount, NC 27804
Signing Officer
- Name
- Daniel J Gerlach
- Title
- President
- Signed
- 2017-11-03
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Daniel J Gerlach
- Formed
- 1999
- Legal Domicile
- Nc
- Voting Board Members
- 15
- Independent Board Members
- 15
- Employees
- 17
- Volunteers
- 0
Preparer
- Firm
- Bdo USA Llp
- Address
- 8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
- Preparer
- Marc Berger
- Phone
- 7038930600
Supplemental Narrative
Additional Explanations
Changes in Net Assets - Form 990, Part XI, Line 9
“Cancelled grants $3,101,937”
Oversight/selection Process - Form 990, Part XII, Line 2C
“The process has not changed from the prior year.”
Financial Statement Notes
Form 990, Schedule D, Part XII, Line 4B
“Cancelled grants $3,101,937”
Raw XML AppendixShowing 400 of 1,792 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 176980 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 130 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 94418 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
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| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2524427474 |
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| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | rocky mount |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27804 |
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| IRS990/ContractorCompensationGrp/CompensationAmt | 4 | 202727 |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 2 | 25 Chestnut Street |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 3 | 280 CONGRESS STREET |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 4 | 600 WEST BROADWAY SUITE 1000 |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 2 | PORTSMOUTH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 3 | BOSTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 4 | SAN DIEGO |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 2 | NH |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 3 | MA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 4 | CA |
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| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 1 | 32789 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 2 | 03801 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 3 | 02110 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 4 | 92101 |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 0 | SILCHESTER INTERNATIONAL INVESTORS |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 1 | DRZ |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 2 | Prime Buchholz Associates Inc |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 3 | WELLINGTON MANAGEMENT |
| IRS990/ContractorCompensationGrp/ContractorName/PersonNm | 4 | RICE HALL JAMES ASSOCIATES LLC |
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| IRS990/ContractorCompensationGrp/ServicesDesc | 2 | Invest. consulting |
| IRS990/ContractorCompensationGrp/ServicesDesc | 3 | Investment Mngmt |
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| IRS990/Desc | 0 | 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. |
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| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 1999 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/FundraisingDirectExpensesAmt | 0 | 0 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 42528169 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GamingDirectExpensesAmt | 0 | 0 |
| IRS990/GamingGrossIncomeAmt | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GovernmentGrantsAmt | 0 | 35000000 |
| IRS990/GrantAmt | 0 | 133579949 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 67837353 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 171474057 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 133579949 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 133579949 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 318746979 |
| IRS990/GrossReceiptsAmt | 0 | 363465797 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 4 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 71651 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 71651 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 19470 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 19470 |
| IRS990/IntangibleAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 9100450 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 9324377 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 223927 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 642989241 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 715669175 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 272293598 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 321612265 |
| IRS990/IRPDocumentCnt | 0 | 23 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 276218810 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | true |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | GOLDEN LEAF'S MISSION IS TO INCREASE ECONOMIC OPPORTUNITY IN NORTH CAROLINA'S RURAL AND TOBACCO-DEPENDENT COMMUNITIES THROUGH LEADERSHIP IN GRANTSMAKING, COLLABORATION, INNOVATION, AND STEWARDSHIP AS AN INDEPENDENT AND PERPETUAL FOUNDATION. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $1,038,999,385
- Liabilities
- $171,651,037
- Net assets
- $867,348,348
- Revenue
- $87,246,987
- Expenses
- $138,890,436
- Net income
- -$51,643,449
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