THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN

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Plain text THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/the-golden-l-e-a-f-long-term-economic-advancement-foundation-in-522204473. Retrieved 2026-10-31.

APA furp.org. (n.d.). THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 31, 2026, from https://furp.org/org/the-golden-l-e-a-f-long-term-economic-advancement-foundation-in-522204473

MLA “THE GOLDEN L E A F LONG-TERM ECONOMIC ADVANCEMENT FOUNDATION IN.” furp.org, tax years 2010–2024, https://furp.org/org/the-golden-l-e-a-f-long-term-economic-advancement-foundation-in-522204473. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $171.5M · expenses $169.9M · assets $1.53B

EIN
52-2204473
Address
301 N WINSTEAD AVE, ROCKY MOUNT, NC 27804-2228
Website
WWW.GOLDENLEAF.ORG
NTEE code
T30
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 2000 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

GOLDEN LEAF'S MISSION IS TO INCREASE ECONOMIC OPPORTUNITY IN NORTH CAROLINA'S RURAL AND TOBACCO-DEPENDENT COMMUNITIES THROUGH LEADERSHIP IN GRANTSMAKING, COLLABORATION, INNOVATION, AND STEWARDSHIP AS AN INDEPENDENT AND PERPETUAL FOUNDATION.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

64 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Edward P Lord SVP/GENERAL COUNSEL2010-2024 $261,056$2,689,683 1
Scott T Hamilton PRESIDENT/CEO2019-2024 $346,699$1,541,775 1
Jonathan P Boyd VP OF INVESTMENTS2018-2024 $182,755$1,048,660 1
Kasey E Ginsberg VP/CHIEF OF STAFF2019-2024 $198,168$953,207 1
Marilyn M Chism DIRECTOR OF PROGRAMS2019-2024 $145,529$759,378 1
Erica L Smith VP OF FINANCE2021-2024 $214,392$588,818 1
Angela Gailliard DIRECTOR OF PROGRAMS2022-2024 $149,638$349,983 1
Randy Isenhower DIRECTOR2013-2024 $1,144$13,488 1
David L Rose DIRECTOR2013-2024 $1,144$10,504 1
S Lawrence Davenport DIRECTOR2010-2024 $1,144$10,400 1
Darryl Moss DIRECTOR (ENDED 01/2025)2019-2024 $1,560$8,320 1
Ralph Strayhorn Iii BOARD CHAIR2015-2024 $1,456$7,696 1
Bobbie J Richardson SECRETARY2018-2024 $1,664$7,592 1
Thomas F Taft Sr DIRECTOR2011-2024 $832$6,864 1
Johnathan Rhyne Jr DIRECTOR (ENDED 11/2024)2015-2024 $1,040$3,536 1
Laurence Lilley DIRECTOR2020-2024 $936$2,808 1
Charles P Brown DIRECTOR2020-2024 $1,144$2,184 1
Barry Z Dodson DIRECTOR2013-2024 $0$1,976 1
Brian Raynor VICE CHAIR2019-2024 $832$1,664 1
Jeffrey Lee TREASURER/ASST SECRETARY2024 $936$936 1
Mark Sorrells (former) SENIOR VICE PRESIDENT2010-2018 $229,081$1,853,326 1
Beth A Edmondson (former) Controller2010-2021 $149,821$1,521,867 1
Daniel J Gerlach (former) President2010-2015 $234,717$1,359,391 1
Peter J Cera (former) Vice President-Investments2010-2015 $199,504$1,087,944 1
Patricia Cabe-Cantrell (former) VP Prog/Community Assistance2010-2015 $131,740$797,238 1
Dan Gerlach (former) PRESIDENT2016-2018 $247,310$719,058 1
Terri Adou-Dy (former) DIR OF PROGRAMS/PROGRAMS ADMIN2019-2022 $152,106$571,255 1
Terri Adou-Dy Ended 062024 (former) DIR OF PROGRAMS/PROGRAMS ADMIN2023 $162,763$162,763 1
Rhea Barnes Ended Oct 2022 (former) SENIOR DIRECTOR ADMIN SERVICES2022 $105,118$105,118 1
Peter Cera Partial Year (former) VP INVESTMENTS2016 $65,536$65,536 1
Jerome Vick (former) DIRECTOR2014-2022 $1,248$8,632 1
Billy Ray Hall (former) DIRECTOR2010-2016 $936$7,800 1
Carolyn Justice (former) DIRECTOR2013-2019 $728$5,408 1
Murchison Biggs (former) DIRECTOR2014-2022 $1,456$5,304 2
Britt Cobb (former) DIRECTOR2012-2016 $1,248$5,200 1
Paul Brooks (former) Director2010-2013 $1,456$5,200 1
Bo Biggs (former) Board Chair2016-2019 $1,248$4,992 2
Rev Lacy Joyner (former) Director2010-2013 $936$4,264 1
Lawrence Davenport (former) DIRECTOR2016-2019 $1,036$3,844 1
David Stover (former) DIRECTOR2014-2018 $936$3,640 1
Edgar M Roach (former) DIRECTOR2010-2012 $1,040$3,640 1
William Clarke (former) Director2010-2013 $1,248$3,536 1
Ralph Strayhorn (former) DIRECTOR2013-2017 $1,144$3,432 2
Tommy Hester (former) TREASURER2013-2018 $1,040$3,120 1
Johnathan Rhyne (former) DIRECTOR2011-2018 $416$3,120 1
Wade Barber (former) VICE-CHAIR2010-2012 $936$3,016 1
Thomas Stith (former) DIRECTOR2016-2019 $936$2,704 1
Thomas J Hester Jr (former) SECRETARY2015-2019 $1,248$2,288 1
Dale C Bone (former) DIRECTOR2011-2012 $832$2,188 1
Dr James H Johnson (former) DIRECTOR2013-2014 $728$1,872 1
Michael A Almond (former) DIRECTOR2010-2011 $832$1,872 1
Debbie E Worley (former) DIRECTOR/TREASURER2010 $1,456$1,456 1
Richard Holder (former) DIRECTOR/ASST SEC2010 $1,352$1,352 1
Yvonne J Johnson (former) Director2010-2013 $0$1,248 1
William Clarke Vice Chair (former) 7/1-11/30/11; CHAIR 12/1/11-6/30/122011 $1,248$1,248 1
Jim Gardner (former) DIRECTOR2016-2018 $936$936 1
Edwin J Vick (former) Director2012-2013 $832$832 1
Jerome Vick Ended 072023 (former) DIRECTOR2023 $624$624 1
Tom Taft (former) DIRECTOR2013-2018 $0$624 1
Ruth Samuelson (former) DIRECTOR2015-2016 $624$624 1
James Gardner (former) DIRECTOR2019 $520$520 1
James H Johnson Jr (former) DIRECTOR2010-2012 $0$416 1
Jeffrey Lee Began 112023 (former) DIRECTOR2023 $208$208 1
David T Stephenson (former) Director2011-2013 $0$104 1

Officers and directors, no compensation reported

15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Donald Flow DIRECTOR2012-2024 3 $0 reported 13
Buddy Keller DIRECTOR2023-2024 3 $0 reported 1
Jarette Sampson DIRECTOR (BEGAN 12/2024)2024 3 $0 reported 1
Michael Easley Jr DIRECTOR (BEGAN 01/2025)2024 3 $0 reported 1
Lee Roberts (former) Director2016-2021 3 $0 reported 1
Thomas S Hester Jr (former) Director2020 3 $0 reported 1
Mr Don Flow (former) ASSISTANT SECRETARY2014-2018 3 $0 reported 3
Claudine Gibson (former) Director2012-2015 3 $0 reported 1
J Thomas Bunn (former) Director2010-2013 3 $0 reported 1
J Arthur Pope (former) DIRECTOR2011-2012 3 $0 reported 1
Frank B Holding (former) DIRECTOR2010 3 $0 reported 2
Julius L Chambers (former) DIRECTOR2010 3 $0 reported 1
John H Harmon (former) DIRECTOR2010 3 $0 reported 1
Charles Penny (former) DIRECTOR2010 3 $0 reported 1
David T Stephenson Iii (former) DIRECTOR2010 3 $0 reported 1

People by year

2024 · 24 people listed · 19 paid, $1.5M · 39 employees · 17 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT T HAMILTON PRESIDENT/CEO40 $303,207$0$43,492 $346,6991
EDWARD P LORD SVP/GENERAL COUNSEL40 $218,498$0$42,558 $261,0561
ERICA L SMITH VP OF FINANCE40 $171,785$0$42,607 $214,3921
KASEY E GINSBERG VP/CHIEF OF STAFF40 $168,302$0$29,866 $198,1681
JONATHAN P BOYD VP OF INVESTMENTS40 $147,928$0$34,827 $182,7551
ANGELA GAILLIARD DIRECTOR OF PROGRAMS40 $124,402$0$25,236 $149,6381
MARILYN M CHISM DIRECTOR OF PROGRAMS40 $130,556$0$14,973 $145,5291
BOBBIE J RICHARDSON SECRETARY3 $1,664$0$0 $1,6641
DARRYL MOSS DIRECTOR (ENDED 01/2025)3 $1,560$0$0 $1,5601
RALPH STRAYHORN III BOARD CHAIR15 $1,456$0$0 $1,4561
CHARLES P BROWN DIRECTOR3 $1,144$0$0 $1,1441
DAVID L ROSE DIRECTOR3 $1,144$0$0 $1,1441
RANDY ISENHOWER DIRECTOR3 $1,144$0$0 $1,1441
S LAWRENCE DAVENPORT DIRECTOR3 $1,144$0$0 $1,1441
JOHNATHAN RHYNE JR DIRECTOR (ENDED 11/2024)3 $1,040$0$0 $1,0401
JEFFREY LEE TREASURER/ASST SECRETARY3 $936$0$0 $9361
LAURENCE LILLEY DIRECTOR3 $936$0$0 $9361
BRIAN RAYNOR VICE CHAIR3 $832$0$0 $8321
THOMAS F TAFT SR DIRECTOR3 $832$0$0 $8321
BARRY Z DODSON DIRECTOR3 $0$0$0 $01
BUDDY KELLER DIRECTOR3 $0$0$0 $01
DONALD E FLOW DIRECTOR3 $0$0$0 $013
JARETTE SAMPSON DIRECTOR (BEGAN 12/2024)3 $0$0$0 $01
MICHAEL EASLEY JR DIRECTOR (BEGAN 01/2025)3 $0$0$0 $01
2023 · 24 people listed · 21 paid, $1.6M · 30 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT T HAMILTON PRESIDENT/CEO40 $286,506$0$41,178 $327,6841
EDWARD P LORD SVP/GENERAL COUNSEL40 $200,676$0$44,537 $245,2131
ERICA L SMITH VP OF FINANCE40 $160,967$0$40,215 $201,1821
KASEY E GINSBERG VP/CHIEF OF STAFF40 $158,035$0$28,219 $186,2541
JONATHAN P BOYD VP OF INVESTMENTS40 $141,801$0$26,671 $168,4721
TERRI ADOU-DY ENDED 062024 DIR OF PROGRAMS/PROGRAMS ADMIN40 $129,303$0$33,460 $162,7631
ANGELA GAILLIARD DIRECTOR OF PROGRAMS40 $112,231$0$33,178 $145,4091
MARILYN M CHISM DIRECTOR OF PROGRAMS40 $121,863$0$13,929 $135,7921
RANDY ISENHOWER DIRECTOR3 $1,768$0$0 $1,7681
DARRYL MOSS DIRECTOR3 $1,560$0$0 $1,5601
RALPH STRAYHORN III BOARD CHAIR15 $1,456$0$0 $1,4561
THOMAS F TAFT SR DIRECTOR3 $1,352$0$0 $1,3521
S LAWRENCE DAVENPORT DIRECTOR3 $1,248$0$0 $1,2481
DAVID L ROSE DIRECTOR3 $1,248$0$0 $1,2481
BOBBIE J RICHARDSON SECRETARY3 $1,040$0$0 $1,0401
CHARLES P BROWN DIRECTOR3 $1,040$0$0 $1,0401
LAURENCE LILLEY DIRECTOR3 $1,040$0$0 $1,0401
BRIAN RAYNOR VICE CHAIR3 $832$0$0 $8321
JOHNATHAN RHYNE JR TREASURER/ASST. SECRETARY3 $624$0$0 $6241
JEROME VICK ENDED 072023 DIRECTOR3 $624$0$0 $6241
JEFFREY LEE BEGAN 112023 DIRECTOR3 $208$0$0 $2081
BARRY Z DODSON DIRECTOR3 $0$0$0 $01
DONALD E FLOW DIRECTOR3 $0$0$0 $013
BUDDY KELLER DIRECTOR3 $0$0$0 $01
2022 · 24 people listed · 19 paid, $1.5M · 28 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SCOTT T HAMILTON PRESIDENT/CEO40 $250,618$0$36,787 $287,4051
EDWARD P LORD SVP/GENERAL COUNSEL40 $184,513$0$42,055 $226,5681
ERICA SMITH CONTROLLER40 $138,402$0$34,842 $173,2441
KASEY E GINSBERG VP/CHIEF OF STAFF40 $137,351$0$25,814 $163,1651
JONATHAN P BOYD DIRECTOR OF INVESTMENTS40 $129,857$0$25,145 $155,0021
TERRI ADOU-DY DIR OF PROGRAMS/PROGRAMS ADMIN40 $121,015$0$31,091 $152,1061
MARILYN M CHISM DIRECTOR OF PROGRAMS40 $113,941$0$12,681 $126,6221
RHEA BARNES ENDED OCT 2022 SENIOR DIRECTOR ADMIN SERVICES40 $86,546$0$18,572 $105,1181
ANGELA GAILLIARD DIRECTOR OF PROGRAMS40 $46,166$0$8,770 $54,9361
DARRYL MOSS DIRECTOR3 $1,664$0$0 $1,6641
RALPH STRAYHORN III VICE CHAIR3 $1,456$0$0 $1,4561
MURCHISON BIGGS DIRECTOR3 $1,456$0$0 $1,4562
RANDY ISENHOWER DIRECTOR3 $1,248$0$0 $1,2481
JEROME VICK DIRECTOR3 $1,248$0$0 $1,2481
S LAWRENCE DAVENPORT DIRECTOR3 $1,040$0$0 $1,0401
THOMAS F TAFT SR DIRECTOR3 $1,040$0$0 $1,0401
DAVID L ROSE DIRECTOR3 $936$0$0 $9361
BOBBIE J RICHARDSON TREASURER/ASST. SECRETARY3 $832$0$0 $8321
LAURENCE LILLEY DIRECTOR3 $832$0$0 $8321
DONALD E FLOW BOARD CHAIR15 $0$0$0 $013
JOHNATHAN RHYNE JR SECRETARY3 $0$0$0 $01
CHARLES P BROWN DIRECTOR3 $0$0$0 $01
BARRY Z DODSON DIRECTOR3 $0$0$0 $01
BRIAN RAYNOR DIRECTOR3 $0$0$0 $01
2021 · 24 people listed · 14 paid, $1.2M · 21 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott T Hamilton President/CEO40 $242,789$0$36,926 $279,7151
Edward P Lord SVP/General Counsel40 $168,061$0$37,700 $205,7611
Beth A Edmondson Controller30 $121,603$0$28,218 $149,8211
Kasey E Ginsberg Dir of Programs/External Affai40 $122,028$0$22,331 $144,3591
Terri Adou-dy Dir of Programs/Programs Admin40 $112,708$0$28,993 $141,7011
Jonathan P Boyd Director of Investments40 $118,596$0$22,096 $140,6921
Marilyn M Chism Director of Programs40 $108,061$0$10,802 $118,8631
Darryl Moss Director3 $1,872$0$0 $1,8721
Jerome Vick Director3 $1,664$0$0 $1,6641
Bobbie J Richardson Secretary3 $1,560$0$0 $1,5601
Murchison Biggs Director3 $1,248$0$0 $1,2482
David L Rose Director3 $1,248$0$0 $1,2481
Ralph Strayhorn III Vice Chair3 $1,248$0$0 $1,2481
Randy Isenhower Director3 $1,040$0$0 $1,0401
Charles P Brown Director3 $0$0$0 $01
S Lawrence Davenport Director3 $0$0$0 $01
Barry Z Dodson Director3 $0$0$0 $01
Donald E Flow Board Chair15 $0$0$0 $013
Laurence Lilley Director3 $0$0$0 $01
Brian Raynor Director3 $0$0$0 $01
Johnathan Rhyne Jr Treasurer/Asst. Secretary3 $0$0$0 $01
Lee Roberts Director3 $0$0$0 $01
Thomas F Taft Sr Director3 $0$0$0 $01
Erica smith controller40 $0$0$0 $01
2020 · 24 people listed · 13 paid, $1.2M · 20 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott T Hamilton President/CEO40 $240,380$0$32,508 $272,8881
Edward P Lord SVP/General Counsel40 $166,135$0$37,787 $203,9221
Beth A Edmondson Controller30 $120,436$0$28,542 $148,9781
Jonathan P Boyd Director of Investments40 $120,780$0$22,472 $143,2521
Terri Adou-dy Dir of Programs/Programs Admin40 $114,300$0$28,731 $143,0311
Kasey E Ginsberg Dir of Programs/External Affai40 $117,474$0$22,035 $139,5091
Marilyn M Chism Director of Programs40 $108,860$0$11,393 $120,2531
Darryl Moss Director3 $1,664$0$0 $1,6641
Bobbie J Richardson Secretary3 $1,352$0$0 $1,3521
Murchison Biggs Board Chair15 $1,248$0$0 $1,2482
Ralph Strayhorn III Director3 $936$0$0 $9361
Randy Isenhower Director3 $728$0$0 $7281
S Lawrence Davenport Director3 $624$0$0 $6241
Donald E Flow Vice Chair3 $0$0$0 $013
Johnathan Rhyne Jr Treasurer/Asst. Secretary3 $0$0$0 $01
Charles P Brown Director3 $0$0$0 $01
Barry Z Dodson Director3 $0$0$0 $01
Thomas S Hester Jr Director3 $0$0$0 $01
Laurence Lilley Director3 $0$0$0 $01
Brian Raynor Director3 $0$0$0 $01
Lee Roberts Director3 $0$0$0 $01
David L Rose Director3 $0$0$0 $01
Thomas F Taft Sr Director3 $0$0$0 $01
Jerome Vick Director3 $0$0$0 $01
2019 · 25 people listed · 19 paid, $901K · 22 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDWARD LORD VP PROGRAMS/STAFF ATTY40 $175,775$0$40,305 $216,0801
BETH EDMONDSON CONTROLLER30 $112,397$0$28,141 $140,5381
JONATHAN P BOYD DIRECTOR OF INVESTMENTS40 $112,731$0$22,095 $134,8261
TERRI ADOU-DY DIR OF PROGRAMS/ADMINSTRATION40 $106,252$0$28,165 $134,4171
KASEY GINSBERG DIR OF PROGRAMS/EXTRNL AFFAIRS40 $101,050$0$20,702 $121,7521
MARILYN CHISM DIRECTOR OF PROGRAMS40 $100,820$0$11,499 $112,3191
SCOTT HAMILTON PRESIDENT40 $24,296$0$3,088 $27,3841
THOMAS TAFT SR DIRECTOR3 $2,600$0$0 $2,6001
RANDY ISENHOWER DIRECTOR3 $1,632$0$0 $1,6321
BO BIGGS Board Chair15 $1,248$0$0 $1,2482
Thomas J Hester Jr SECRETARY3 $1,248$0$0 $1,2481
DAVID ROSE DIRECTOR3 $1,248$0$0 $1,2481
BOBBIE J RICHARDSON DIRECTOR3 $1,144$0$0 $1,1441
LAWRENCE DAVENPORT DIRECTOR3 $1,036$0$0 $1,0361
THOMAS STITH DIRECTOR3 $936$0$0 $9361
JEROME VICK DIRECTOR3 $832$0$0 $8321
CAROLYN JUSTICE DIRECTOR3 $728$0$0 $7281
JOHNATHAN RHYNE JR TREASURER / ASST SECRETARY3 $728$0$0 $7281
JAMES GARDNER DIRECTOR3 $520$0$0 $5201
BARRY DODSON DIRECTOR3 $0$0$0 $01
DONALD FLOW VICE CHAIR3 $0$0$0 $013
LEE ROBERTS DIRECTOR3 $0$0$0 $01
DARRYL MOSS DIRECTOR3 $0$0$0 $01
BRIAN RAYNOR DIRECTOR3 $0$0$0 $01
Ralph Strayhorn III Director3 $0$0$0 $01
2018 · 21 people listed · 16 paid, $923K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAN GERLACH PRESIDENT40 $204,627$0$42,683 $247,3101
MARK SORRELLS SENIOR VICE PRESIDENT40 $191,649$0$37,432 $229,0811
EDWARD LORD VP PROGRAMS/STAFF ATTY40 $143,181$0$35,921 $179,1021
BETH EDMONDSON CONTROLLER30 $106,440$0$27,246 $133,6861
JONATHAN P BOYD DIRECTOR OF INVESTMENTS40 $102,968$0$20,693 $123,6611
RANDY ISENHOWER CHAIR15 $1,248$0$0 $1,2481
BO BIGGS DIRECTOR3 $1,144$0$0 $1,1442
TOMMY HESTER TREASURER3 $1,040$0$0 $1,0401
DAVID ROSE DIRECTOR3 $1,040$0$0 $1,0401
THOMAS STITH SECRETARY3 $1,040$0$0 $1,0401
JIM GARDNER DIRECTOR3 $936$0$0 $9361
DAVID STOVER DIRECTOR3 $936$0$0 $9361
CAROLYN JUSTICE VICE-CHAIR3 $832$0$0 $8321
JEROME VICK DIRECTOR3 $728$0$0 $7281
LAWRENCE DAVENPORT DIRECTOR3 $416$0$0 $4161
JOHNATHAN RHYNE DIRECTOR3 $416$0$0 $4161
BARRY DODSON DIRECTOR3 $0$0$0 $01
DON FLOW ASSISTANT SECRETARY3 $0$0$0 $03
LEE ROBERTS DIRECTOR3 $0$0$0 $01
BOBBIE J RICHARDSON DIRECTOR3 $0$0$0 $01
TOM TAFT DIRECTOR3 $0$0$0 $01
2017 · 20 people listed · 15 paid, $767K · 18 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAN GERLACH PRESIDENT40 $194,517$0$41,277 $235,7941
MARK SORRELLS SENIOR VICE PRESIDENT40 $186,568$0$36,617 $223,1851
EDWARD LORD VP PROGRAMS/STAFF ATTY40 $129,095$0$34,481 $163,5761
BETH EDMONDSON CONTROLLER30 $105,875$0$27,127 $133,0021
BO BIGGS DIRECTOR3 $1,352$0$0 $1,3522
LAWRENCE DAVENPORT DIRECTOR3 $1,352$0$0 $1,3521
RANDY ISENHOWER DIRECTOR-BOARD CHAIR15 $1,352$0$0 $1,3521
TOMMY HESTER DIRECTOR-TREASURER3 $1,248$0$0 $1,2481
RALPH STRAYHORN DIRECTOR3 $1,144$0$0 $1,1442
JEROME VICK DIRECTOR3 $1,144$0$0 $1,1441
CAROLYN JUSTICE DIRECTOR-VICE CHAIR3 $936$0$0 $9361
JOHNATHAN RHYNE DIRECTOR3 $936$0$0 $9361
DAVID STOVER DIRECTOR-SECRETARY3 $936$0$0 $9361
THOMAS STITH DIRECTOR3 $728$0$0 $7281
DAVID ROSE DIRECTOR3 $624$0$0 $6241
BARRY DODSON DIRECTOR3 $0$0$0 $01
DON FLOW DIRECTOR-ASSISTANT SECRETARY3 $0$0$0 $03
JIM GARDNER DIRECTOR3 $0$0$0 $01
LEE ROBERTS DIRECTOR3 $0$0$0 $01
TOM TAFT DIRECTOR3 $0$0$0 $01
2016 · 23 people listed · 17 paid, $819K · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAN GERLACH PRESIDENT40 $195,065$0$40,889 $235,9541
MARK SORRELLS SENIOR VICE PRESIDENT40 $182,851$0$35,604 $218,4551
EDWARD LORD VP PROGRAMS/STAFF ATTY40 $126,402$0$33,643 $160,0451
BETH EDMONDSON CONTROLLER30 $100,772$0$26,415 $127,1871
PETER CERA PARTIAL YEAR VP INVESTMENTS40 $58,456$0$7,080 $65,5361
BO BIGGS DIRECTOR3 $1,248$0$0 $1,2482
BRITT COBB DIRECTOR3 $1,248$0$0 $1,2481
DAVID ROSE DIRECTOR3 $1,144$0$0 $1,1441
LAWRENCE DAVENPORT DIRECTOR3 $1,040$0$0 $1,0401
CAROLYN JUSTICE DIRECTOR3 $1,040$0$0 $1,0401
DAVID STOVER DIRECTOR-ASSISTANT SECRETARY3 $1,040$0$0 $1,0401
RALPH STRAYHORN DIRECTOR3 $1,040$0$0 $1,0402
BILLY RAY HALL DIRECTOR3 $936$0$0 $9361
TOMMY HESTER DIRECTOR-SECRETARY3 $832$0$0 $8321
RANDY ISENHOWER DIRECTOR-VICE CHAIR3 $832$0$0 $8321
JEROME VICK DIRECTOR3 $832$0$0 $8321
RUTH SAMUELSON DIRECTOR3 $624$0$0 $6241
BARRY DODSON DIRECTOR-BOARD CHAIR15 $0$0$0 $01
DON FLOW DIRECTOR-TREASURER3 $0$0$0 $03
JIM GARDNER DIRECTOR3 $0$0$0 $01
JOHNATHAN RHYNE DIRECTOR3 $0$0$0 $01
LEE ROBERTS DIRECTOR3 $0$0$0 $01
THOMAS STITH DIRECTOR3 $0$0$0 $01
2015 · 22 people listed · 19 paid, $1.1M · 16 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Daniel J Gerlach President40 $194,169$0$40,548 $234,7171
Mark A Sorrells Senior Vice President40 $179,063$0$34,613 $213,6761
Peter J Cera Vice President-Investments40 $162,195$0$37,309 $199,5041
Edward P Lord VP Programs/Staff Attorney40 $120,374$0$32,618 $152,9921
Patricia Cabe-Cantrell VP Prog/Community Assistance40 $106,032$0$25,708 $131,7401
Beth A Edmondson Controller30 $98,339$0$24,912 $123,2511
Murchison Biggs Director3 $1,352$0$0 $1,3522
Britt Cobb Director3 $1,352$0$0 $1,3521
S Lawrence Davenport Director3 $1,352$0$0 $1,3521
Randy Isenhower Director- Vice Chair3 $1,352$0$0 $1,3521
Jerome Vick Director3 $1,352$0$0 $1,3521
Billy Ray Hall Director3 $1,144$0$0 $1,1441
Carolyn Justice Director3 $1,144$0$0 $1,1441
Johnathan Rhyne Jr Director3 $1,144$0$0 $1,1441
Ralph Strayhorn III Director3 $1,144$0$0 $1,1441
Thomas J Hester Jr Director-Secretary3 $1,040$0$0 $1,0401
David L Rose Director3 $936$0$0 $9361
David M Stover Director-Assistant Secretary3 $728$0$0 $7281
Barry Z Dodson Director-Board Chair15 $624$0$0 $6241
Donald E Flow Director-Treasurer3 $0$0$0 $013
Claudine Gibson Director3 $0$0$0 $01
Ruth Samuelson Director3 $0$0$0 $01
2014 · 23 people listed · 17 paid, $1.1M · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J GERLACH PRESIDENT40 $192,284$0$39,302 $231,5861
PETER J CERA VP INVESTMENTS40 $172,974$0$37,193 $210,1671
MARK A SORRELLS SENIOR VICE PRESIDENT40 $172,178$0$33,682 $205,8601
EDWARD P LORD VP PROGRAMS/STAFF ATTORNEY40 $113,053$0$30,842 $143,8951
PATRICIA CABE-CANTRELL VP PROGRAMS/COMM. ASST. & OUTR40 $114,183$0$26,782 $140,9651
BETH A EDMONDSON CONTROLLER30 $95,775$0$23,636 $119,4111
BRITT COBB DIRECTOR3 $1,352$0$0 $1,3521
BARRY Z DODSON VICE CHAIR3 $1,352$0$0 $1,3521
RALPH STRAYHORN DIRECTOR3 $1,248$0$0 $1,2482
RANDY ISENHOWER SECRETARY3 $1,144$0$0 $1,1441
S LAWRENCE DAVENPORT TREASURER3 $1,040$0$0 $1,0401
BILLY RAY HALL ASST SECRETARY3 $936$0$0 $9361
JOHNATHAN RHYNE CHAIR15 $936$0$0 $9361
DAVID L ROSE DIRECTOR3 $936$0$0 $9361
JEROME VICK DIRECTOR3 $832$0$0 $8321
DR JAMES H JOHNSON DIRECTOR3 $728$0$0 $7281
CAROLYN JUSTICE DIRECTOR3 $728$0$0 $7281
MURCHISON BIGGS DIRECTOR3 $0$0$0 $02
DON FLOW DIRECTOR3 $0$0$0 $03
CLAUDINE GIBSON DIRECTOR3 $0$0$0 $01
TOMMY HESTER DIRECTOR3 $0$0$0 $01
DAVID M STOVER DIRECTOR3 $0$0$0 $01
TOM TAFT DIRECTOR3 $0$0$0 $01
2013 · 27 people listed · 16 paid, $1.0M · 17 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J GERLACH President40 $189,733$0$36,308 $226,0411
MARK A SORRELLS senior vice president40 $164,757$0$32,322 $197,0791
PETER J CERA vp investments40 $148,333$0$31,987 $180,3201
EDWARD P LORD vp programs/staff attorney40 $109,316$0$28,167 $137,4831
PATRICIA CABE-CANTRELL vp programs/comm.asst. & outre40 $110,619$0$24,965 $135,5841
BETH A EDMONDSON controller30 $93,059$0$22,384 $115,4431
PAUL BROOKS Director3 $1,456$0$0 $1,4561
BILLY RAY HALL asst. secretary3 $1,456$0$0 $1,4561
WILLIAM CLARKE Director3 $1,248$0$0 $1,2481
BRITT COBB Director3 $1,248$0$0 $1,2481
S LAWRENCE DAVENPORT treasurer3 $1,248$0$0 $1,2481
DR JAMES H JOHNSON secretary3 $1,144$0$0 $1,1441
REV LACY JOYNER Director3 $936$0$0 $9361
JOHNATHAN RHYNE chair15 $832$0$0 $8321
EDWIN J VICK Director3 $832$0$0 $8321
TOM TAFT vice chair3 $624$0$0 $6241
J THOMAS BUNN Director3 $0$0$0 $01
BARRY Z DODSON Director3 $0$0$0 $01
DONALD E FLOW Director3 $0$0$0 $013
CLAUDINE GIBSON Director3 $0$0$0 $01
TOMMY HESTER Director3 $0$0$0 $01
RANDY ISENHOWER Director3 $0$0$0 $01
YVONNE J JOHNSON Director3 $0$0$0 $01
CAROLYN JUSTICE Director3 $0$0$0 $01
DAVID L ROSE Director3 $0$0$0 $01
DAVID T STEPHENSON Director3 $0$0$0 $01
RALPH STRAYHORN Director3 $0$0$0 $02
2012 · 25 people listed · 15 paid, $968K · 15 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J GERLACH PRESIDENT40 $186,260$0$35,964 $222,2241
MARK A SORRELLS SENIOR VICE-PRESIDENT40 $158,026$0$33,041 $191,0671
PETER J CERA VP INVESTMENTS40 $138,934$0$30,892 $169,8261
EDWARD P LORD VP PROGRAMS/STAFF ATTORNEY40 $104,854$0$27,300 $132,1541
PATRICIA CABE-CANTRELL VP PROGRAMS/COMM. ASST. & OUTREACH40 $106,765$0$25,019 $131,7841
BETH A EDMONDSON CONTROLLER30 $90,140$0$22,750 $112,8901
WILLIAM CLARKE CHAIR15 $1,248$0$0 $1,2481
BILLY RAY HALL DIRECTOR3 $1,144$0$0 $1,1441
EDGAR M ROACH DIRECTOR3 $1,040$0$0 $1,0401
WADE BARBER VICE-CHAIR3 $936$0$0 $9361
DALE C BONE DIRECTOR3 $832$0$0 $8321
PAUL BROOKS DIRECTOR3 $832$0$0 $8321
S LAWRENCE DAVENPORT SECRETARY3 $832$0$0 $8321
YVONNE J JOHNSON DIRECTOR3 $624$0$0 $6241
LACY R JOYNER DIRECTOR3 $624$0$0 $6241
J THOMAS BUNN TREASURER3 $0$0$0 $01
BRITT COBB DIRECTOR3 $0$0$0 $01
DONALD E FLOW DIRECTOR3 $0$0$0 $013
CLAUDINE GIBSON DIRECTOR3 $0$0$0 $01
JAMES H JOHNSON JR DIRECTOR3 $0$0$0 $01
J ARTHUR POPE DIRECTOR3 $0$0$0 $01
JOHNATHAN RHYNE DIRECTOR3 $0$0$0 $01
DAVID T STEPHENSON DIRECTOR3 $0$0$0 $01
THOMAS F TAFT SR ASSISTANT SECRETARY3 $0$0$0 $01
EDWIN J VICK DIRECTOR3 $0$0$0 $01
2011 · 22 people listed · 19 paid, $951K · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J GERLACH PRESIDENT40 $187,412$0$34,183 $221,5951
MARK A SORRELLS SENIOR VICE PRESIDENT40 $155,228$0$31,149 $186,3771
PETER J CERA VP-INVESTMENTS40 $134,387$0$28,815 $163,2021
EDWARD P LORD VP-PROGRAMS/STAFF ATTORNEY40 $104,139$0$25,679 $129,8181
PATRICIA CABE-CANTRELL VP-PROGRAMS/COMM. ASST. & OUTREACH40 $104,889$0$23,750 $128,6391
BETH A EDMONDSON CONTROLLER30 $87,332$0$21,495 $108,8271
DALE C BONE DIRECTOR3 $1,356$0$0 $1,3561
BILLY RAY HALL DIRECTOR3 $1,352$0$0 $1,3521
WADE BARBER VICE CHAIR 12/1/11-6/30/123 $1,248$0$0 $1,2481
PAUL BROOKS DIRECTOR3 $1,248$0$0 $1,2481
WILLIAM CLARKE VICE CHAIR 7/1-11/30/11; CHAIR 12/1/11-6/30/1215 $1,248$0$0 $1,2481
LACY R JOYNER DIRECTOR3 $1,248$0$0 $1,2481
EDGAR M ROACH CHAIR 7/1-11/30/1115 $1,248$0$0 $1,2481
THOMAS F TAFT SR ASSISTANT SECRETARY3 $1,040$0$0 $1,0401
MICHAEL A ALMOND DIRECTOR3 $832$0$0 $8321
S LAWRENCE DAVENPORT SECRETARY3 $624$0$0 $6241
YVONNE J JOHNSON DIRECTOR3 $624$0$0 $6241
JAMES H JOHNSON JR DIRECTOR3 $416$0$0 $4161
DAVID T STEPHENSON DIRECTOR3 $104$0$0 $1041
J THOMAS BUNN TREASURER3 $0$0$0 $01
J ARTHUR POPE DIRECTOR3 $0$0$0 $01
JOHNATHAN RHYNE DIRECTOR3 $0$0$0 $01
2010 · 24 people listed · 16 paid, $958K · 15 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL J GERLACH PRESIDENT40 $188,138$0$35,090 $223,2281
MARK A SORRELLS SENIOR VICE PRESIDENT40 $156,207$0$32,339 $188,5461
PETER J CERA VP-INVESTMENTS40 $135,088$0$29,837 $164,9251
EDWARD P LORD VP-PROG/STAFF ATTORNEY40 $105,570$0$26,448 $132,0181
PATRICIA CABE-CANTRELL VP PROG/COMM ASST & OUTR40 $104,849$0$23,677 $128,5261
BETH A EDMONDSON CONTROLLER30 $87,108$0$21,725 $108,8331
PAUL BROOKS DIRECTOR3 $1,664$0$0 $1,6641
LACY R JOYNER DIRECTOR3 $1,456$0$0 $1,4561
DEBBIE E WORLEY DIRECTOR/TREASURER3 $1,456$0$0 $1,4561
RICHARD HOLDER DIRECTOR/ASST SEC3 $1,352$0$0 $1,3521
EDGAR M ROACH DIRECTOR/CHAIR15 $1,352$0$0 $1,3521
S LAWRENCE DAVENPORT DIRECTOR/SECRETARY3 $1,248$0$0 $1,2481
MICHAEL A ALMOND DIRECTOR3 $1,040$0$0 $1,0401
WILLIAM CLARKE DIRECTOR/VICE-CHAIR3 $1,040$0$0 $1,0401
WADE BARBER DIRECTOR3 $832$0$0 $8321
BILLY RAY HALL DIRECTOR3 $832$0$0 $8321
J THOMAS BUNN DIRECTOR3 $0$0$0 $01
JULIUS L CHAMBERS DIRECTOR3 $0$0$0 $01
JOHN H HARMON DIRECTOR3 $0$0$0 $01
FRANK B HOLDING DIRECTOR3 $0$0$0 $02
JAMES H JOHNSON JR DIRECTOR3 $0$0$0 $01
YVONNE J JOHNSON DIRECTOR3 $0$0$0 $01
CHARLES PENNY DIRECTOR3 $0$0$0 $01
DAVID T STEPHENSON III DIRECTOR3 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $1.6M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MANAGEMENT$596,327
PRIME BUCHHOLZ & ASSOCIATES INCPORTSMOUTH, NHINVESTMENT CONSULTING$341,427
WELLINGTON MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$293,636
FOX ROTHSCHILD LLCGREENSBORO, NCLEGAL SERVICES$217,271
SIT FIXED INCOME ADVISORS LLCMINNEAPOLIS, MNINVESTMENT MANAGEMENT$140,426
2023 · 5 contractors · $1.6M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MGMT$544,987
WELLINGTON MANAGEMENTBOSTON, MAINVESTMENT MGMT$368,953
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. CONSULTING$323,058
FOX ROTHSCHILD LLCGREENSBORO, NCLEGAL SERVICES$256,424
SIT FIXED INCOME ADVISORS LLCMINNEAPOLIS, MNINVESTMENT MGMT$108,497
2022 · 5 contractors · $2.4M
NameLocationServicePaid
SIT FIXED INCOME ADVISORS LLCMINNEAPOLIS, MNINVESTMENT MGMT$794,870
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYInvestment MGMT$506,347
WELLINGTON MANAGEMENTBOSTON, MAInvestment MGMT$475,106
PRIME BUCHHOLZ ASSOCIATES INCPORTSMOUTH, NHInvest. CONSULTING$340,554
FOX ROTHSCHILD LLCGREENSBORO, NCLegal Services$262,572
2021 · 5 contractors · $2.1M
NameLocationServicePaid
Wellington ManagementBOSTON, MAINVESTMENT MGMT$686,109
Silchester International InvestorsNEW YORK, NYInvestment MGMT$631,196
Prime Buchholz Associates IncPORTSMOUTH, NHINVEST. CONSULTING$335,098
Sit Fixed Income Advisors LLCMINNEAPOLIS, MNInvestment MGMT$242,925
Acadian Asset Management LLCBOSTON, MAInvestment MGMT$199,095
2020 · 5 contractors · $2.4M
NameLocationServicePaid
Sit Fixed Income Advisors LLCMINNEAPOLIS, MNINVESTMENT MGMT$670,051
Silchester International InvestorsNEW YORK, NYInvestment MGMT$537,886
Wellington ManagementBOSTON, MAInvestment MGMT$525,441
DRZWINTER PARK, FLInvestment MGMT$342,262
Prime Buchholz Associates IncPORTSMOUTH, NHINVEST. CONSULTING$313,077
2019 · 5 contractors · $2.0M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYInvestment Mgmt$564,956
DRZWINTER PARK, FLInvestment Mgmt$447,826
WELLINGTON MANAGEMENTBOSTON, MAInvestment MGMT$427,275
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. Consulting$325,405
RICE HALL JAMES ASSOCIATES LLCSAN DIEGO, CAINVESTMENT MGMT$246,290
2018 · 5 contractors · $2.2M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYInvestment Mngmt$578,546
DRZWINTER PARK, FLInvestment Mngmt$467,341
WELLINGTON MANAGEMENTBOSTON, MAInvestment MGMT$445,353
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. Consulting$361,901
Sit Investment AssociatesMINNEAPOLIS, MNINVESTMENT MNGMT$340,419
2017 · 5 contractors · $2.0M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYInvestment Mngmt$556,531
DRZWINTER PARK, FLInvestment Mngmt$419,309
Sit Investment AssociatesMINNEAPOLIS, MNInvestment MGMT$388,047
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. Consulting$336,395
Wellington ManagementBOSTON, MAINVESTMENT MNGMT$326,193
2016 · 5 contractors · $1.6M
NameLocationServicePaid
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYInvestment Mngmt$483,622
DRZWINTER PARK, FLInvestment Mngmt$349,252
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. consulting$319,022
WELLINGTON MANAGEMENTBOSTON, MAInvestment Mngmt$204,768
RICE HALL JAMES ASSOCIATES LLCSAN DIEGO, CAINVESTMENT MNGMT$202,727
2015 · 5 contractors · $1.8M
NameLocationServicePaid
Silchester International InvestorsNEW YORK, NYInvestment Mngmt$490,666
DRZWINTER PARK, FLInvestment Mngmt$445,865
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. consulting$310,214
BNY Mellon Asset ServicingPITTSBURGH, PAInvestment Custodial$305,694
Stralem Company IncNEW YORK, NYInvestment Mngmt$237,254
2014 · 5 contractors · $1.8M
NameLocationServicePaid
DRZWINTER PARK, FLInvestment Mngmt$500,048
Silchester INternational INvestorsNEW YORK, NYInvestment Mngmt$478,825
Artisan PartnersATLANTA, GAInvestment Mngmt$289,928
Prime Buchholz Associates IncPORTSMOUTH, NHInvest. consulting$279,847
Stralem Company IncNEW YORK, NYInvest. mgmt.$241,926
2013 · 5 contractors · $1.8M
NameLocationServicePaid
Silchester International InvestorsInvestment Mngmt$429,169
DRZInvestment Mngmt$414,695
Artisan PartnersInvestment Mngmt$356,698
The Bank of New York Mellon CorporaInvestment Custodian$309,457
Prime Buchholz Associates IncInvestmnt Consulting$254,643
2012 · 5 contractors · $1.5M
NameLocationServicePaid
ARTISAN PARTNERSATLANTA, GAINVESTMENT MANAGEMENT$369,625
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MANAGEMENT$357,728
DRZWINTER PARK, FLINVESTMENT MANAGEMENT$271,160
PRIME BUCHHOLZ & ASSOCIATES INCPORTSMOUTH, NHINVESTMENT CONSULTING$245,132
AXIOM INTERNATIONAL INVESTORS LLCGREENWICH, CTINVESTMENT MANAGEMENT$223,537
2011 · 5 contractors · $1.6M
NameLocationServicePaid
FRIESS ASSOCIATESGREENVILLE, DEINVESTMENT MANAGEMENT$400,971
ARTISAN PARTNERSATLANTA, GAINVESTMENT MANAGEMENT$360,728
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MANAGEMENT$349,281
PRIME BUCHHOLZ & ASSOCIATES INCPORTSMOUTH, NHINVESTMENT CONSULTING$243,887
DRZWINTER PARK, FLINVESTMENT MANAGEMENT$234,729
2010 · 5 contractors · $1.6M
NameLocationServicePaid
FRIESS ASSOCIATESGREENVILLE, DEINVESTMENT MGMT.$435,323
SILCHESTER INTERNATIONAL INVESTORSNEW YORK, NYINVESTMENT MGMT.$351,239
ARTISAN PARTNERSATLANTA, GAINVESTMENT MGMT.$313,556
PRIME BUCHHOLZ & ASSOCIATES INCPORTSMOUTH, NHINVESTMENT CONSULTING$236,338
AXIOM INTERNATIONAL INVESTORS LLCGREENWICH, CTINVESTMENT MGMT.$225,161

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 131 grants to organizations · $161.3M
2023 · 119 grants to organizations · $120.7M
2022 · 96 grants to organizations · $56.2M
2021 · 80 grants to organizations · $126.7M
2020 · 74 grants to organizations · $135.8M
2019 · 133 grants to organizations · $73.5M
2018 · 126 grants to organizations · $59.5M
2017 · 99 grants to organizations · $72.8M
2016 · 100 grants to organizations · $133.6M
2015 · 66 grants to organizations · $34.2M
2014 · 75 grants to organizations · $35.4M
2013 · 73 grants to organizations · $32.2M
2012 · 98 grants to organizations · $46.0M
2011 · 103 grants to organizations · $44.7M
2010 · 210 grants to organizations · $35.2M

Listed grants add up to $35,220,567; the return's “grants paid” expense line says $43,092,615. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$171,537,614$169,872,591 $1,527,467,982$1,327,608,573 $81,818,468$0 $1,573,3923917
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$79,124,718$127,468,546 $1,403,937,165$1,158,366,397 $40,110,208$0 $1,637,8013016
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$57,758,666$63,535,535 $1,292,166,073$1,077,663,909 $29,092,002$0 $1,563,838280
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$127,682,126$133,047,066 $1,203,014,453$984,500,519 $42,778,981$0 $1,178,746210
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$181,900,922$141,559,804 $1,379,237,142$1,224,973,351 $95,710,093$0 $1,159,282200
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$85,126,149$79,357,817 $1,207,394,628$973,314,606 $42,706,990$0 $1,047,215220
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$104,363,176$64,903,877 $1,192,806,381$995,942,388 $57,739,692$0 $1,150,089170
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$106,921,396$78,672,488 $1,129,837,199$928,784,770 $47,744,750$0 $796,863180
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$87,246,987$138,890,436 $1,038,999,385$867,348,348 $35,389,953$0 $789,478170
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$31,281,508$39,104,679 $916,425,827$848,429,167 $11,212,167$0 $990,718160
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$37,322,055$40,128,250 $941,156,934$871,662,110 $513,851$0 $1,081,745170
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$42,567,625$61,815,651 $956,849,074$881,817,809 $0$0 $1,064,026170
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$146,461,527$110,165,868 $897,044,517$809,376,802 $105,581,136$0 $996,938150
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$93,252,006$67,123,679 $793,382,903$708,756,975 $70,489,443$0 $979,772140
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$102,878,385$47,687,708 $793,585,382$700,634,979 $69,128,105$0 $987,935150

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $9,019,152 in all, tax years 2014 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MCNC Public charity Exact 2014-2022 9$5,742,944 2022$1,099,560
show
THREAD CAPITAL Public charity Exact 2024 1$3,276,208 2024$3,276,208
show

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STIFEL CHARITABLE INCMOT30 $261,457,767$85,044,061 EXECUTIVE DIRECTOR$196,587 Same NTEE code T30, revenue within 2x
COMMUNITY INITIATIVESCAT30 $86,764,695$89,142,542 CEO$464,836 Same NTEE code T30, revenue within 2x
BNY MELLON CHARITABLE GIFT FUNDMAT30 $284,885,079$729,328,475 DIRECTOR$0 Same NTEE code T30, revenue within 2x
ITHURIEL FUNDCTT30 $102,328,070$523,104 SECRETARY, TREASURER & DIR$0 Same NTEE code T30, revenue within 2x
GREATER GOOD CHARITIESWAT30 $173,184,051$164,375,082 CHIEF EXECUTIVE OFFICER$325,675 Same NTEE code T30, revenue within 2x
KARS 4 KIDS INCNJT30 $91,976,496$89,735,881 COO$163,585 Same NTEE code T30, revenue within 2x
RF CATALYTIC CAPITAL INCNYT30 $167,640,233$178,269,283 PRESIDENT$967,984 Same NTEE code T30, revenue within 2x
WORLD OF GIVING INCNYT30 $90,510,881$89,674,999 PRESIDENT$63,462 Same NTEE code T30, revenue within 2x
CHARITABLE ASSETS TRTXT30 $274,516,667$55,692,790 TRUSTEE$0 Same NTEE code T30, revenue within 2x
JOHNSON CHARITABLE GIFT FUNDOHT30 $94,460,432$49,969,469 DIRECTOR, PR$0 Same NTEE code T30, revenue within 2x
MOTHER CABRINI HEALTH FOUNDATIONNYT30 $185,187,419$302,939,667 CHIEF INVESTMENT OFFICER$1,579,340 Same NTEE code T30, revenue within 2x
CROSSSEED INCOKT30 $121,856,012$106,498 PRESIDENT$0 Same NTEE code T30, revenue within 2x
DAFFY CHARITABLE FUNDCAT30 $197,184,036$40,201,570 President$0 Same NTEE code T30, revenue within 2x
TIDES FOUNDATIONCAT30 $367,989,822$468,363,369 CEO$861,260 Same NTEE code T30, revenue within 5x
SAN FRANCISCO FOUNDATIONCAT30 $358,598,652$254,652,764 CEO$670,879 Same NTEE code T30, revenue within 5x
THE NEW HORIZONS FOUNDATION INCCOT30 $68,690,282$50,788,577 CFO & Corporate Secretary$178,477 Same NTEE code T30, revenue within 5x
DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INCTXT30 $83,591,836$36,082,561 PRESIDENT & CEO$600,258 Same NTEE code T30, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,173,615,752450 682016–2024 TIDES FOUNDATION; STIFEL CHARITABLE INC; UNITED STATES ENERGY FOUNDATION; IMPACT INVESTING CHARITABLE FOUNDATION INC and 64 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$454,434,736452 662014–2024 DECHOMAI ASSET TRUST; TIPPING POINT COMMUNITY; THE CLEAR FUND; GIVECLEAR FOUNDATION and 62 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$446,035,566182 512020–2024 THE CLEAR FUND; CHARITIES AID FOUNDATION AMERICA; NATIONAL CHARITABLE ENDOWMENT INC; COMMUNITIES FOUNDATION OF OKLAHOMA INC and 47 more
ROCKEFELLER FOUNDATION Private foundation$387,222,74442 72012–2024 RF CATALYTIC CAPITAL INC; CO-IMPACT PHILANTHROPIC FUNDS INC; THE MIAMI FOUNDATION INC; MOMSRISING EDUCATION FUND and 3 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$345,884,323183 322010–2024 CITY FUND; TIDES FOUNDATION; THE CLEAR FUND; SAN FRANCISCO FOUNDATION and 28 more
NATIONAL PHILANTHROPIC TR DAF sponsor$298,318,837315 542014–2024 TIDES FOUNDATION; SAN FRANCISCO FOUNDATION; ASSETS UNDER MOVEMENT; THE MIAMI FOUNDATION INC and 50 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$296,806,152169 392012–2024 IMPACT INVESTING CHARITABLE FOUNDATION INC; GIVECLEAR FOUNDATION; NEMA FOUNDATION INC; THE NEW HORIZONS FOUNDATION INC and 35 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$261,610,139164 392017–2024 UNITED STATES ENERGY FOUNDATION; RF CATALYTIC CAPITAL INC; CITY FUND; ASSETS UNDER MOVEMENT and 35 more
PAYPAL CHARITABLE GIVING FUND DAF sponsor$209,541,36564 172013–2024 DONORS FUND INC; ROSWELL PARK ALLIANCE FOUNDATION; CHARITIES AID FOUNDATION AMERICA; THE CLEAR FUND and 13 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$169,095,821228 482016–2024 INDEPENDENT CHARITABLE GIFT FUND; DECHOMAI ASSET TRUST; STIFEL CHARITABLE INC; IMPACT INVESTING CHARITABLE FOUNDATION INC and 44 more
IMPACT INVESTING CHARITABLE TRUST DAF sponsor$162,767,3048 12017–2024 IMPACT INVESTING CHARITABLE FOUNDATION INC
SEA CHANGE FOUNDATION Private foundation$135,400,00034 22019–2024 UNITED STATES ENERGY FOUNDATION; TIDES FOUNDATION
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$131,912,639131 122010–2024 UNITED STATES ENERGY FOUNDATION; SAN FRANCISCO FOUNDATION; PEW CHARITABLE TRUSTS; TIDES FOUNDATION and 8 more
IMPACTASSETS INC DAF sponsor$125,280,346117 292012–2024 GIVECLEAR FOUNDATION; TIDES FOUNDATION; CHARITIES AID FOUNDATION AMERICA; ASSETS UNDER MOVEMENT and 25 more
ENTERPRISE HOLDINGS FOUNDATION Private foundation$103,218,49367 142020–2024 CHARITIES AID FOUNDATION AMERICA; UNIVERSITY OF NORTH TEXAS FOUNDATION INC; UNIVERSITY OF CINCINNATI FOUNDATION; ST BALDRICKS FOUNDATION INC and 10 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $169,872,591 spent · pay $3,870,084 · grants $161,272,823 · events $57,952
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $161,272,823$161,272,823-- 94.9%
Fees: investment management $3,254,481-$3,254,481- 1.9%
Other salaries and wages $1,617,672$1,449,318$168,354- 1.0%
Pay: officers, directors, trustees, key employees $1,573,392$841,041$732,351- 0.9%
Other employee benefits $301,018$250,717$50,301- 0.2%
Fees: other services $262,987$202,717$60,270$0 0.2%
Fees: legal $255,154-$255,154- 0.2%
Payroll taxes $218,520$165,023$53,497- 0.1%
Information technology $170,109$72,061$98,048- 0.1%
Pension plan contributions $159,482$142,679$16,803- 0.1%
Advertising and promotion $157,232$55,841$101,391- 0.1%
Fees: accounting $110,069-$110,069- 0.1%
Occupancy $107,273-$107,273- 0.1%
Office expenses $76,835-$76,835- 0.0%
Other (as described)LINE OF CREDIT FEES $65,644-$65,644- 0.0%
Travel $63,916$61,868$2,048- 0.0%
Conferences, conventions and meetings $57,952$8,500$49,452- 0.0%
Other (as described)BOARD OF DIRECTORS EXPENSES $52,668-$52,668- 0.0%
Other (as described)CAPITAL OUTLAYS $49,051-$49,051- 0.0%
Insurance $24,247-$24,247- 0.0%
Other (as described)DUES AND MEMBERSHIPS $16,287-$16,287- 0.0%
All other expenses $5,779$0$5,779$0 0.0%
Total$169,872,591100%

View the filing

2023 · Form 990 · $127,468,546 spent · pay $3,412,302 · grants $120,711,983 · events $23,791
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $120,711,983$120,711,983-- 94.7%
Fees: investment management $1,749,146-$1,749,146- 1.4%
Pay: officers, directors, trustees, key employees $1,637,801$958,817$678,984- 1.3%
Other salaries and wages $1,219,150$1,065,793$153,357- 1.0%
Fees: other services $342,600$210,228$132,372- 0.3%
Fees: legal $280,935-$280,935- 0.2%
Other employee benefits $245,044$197,622$47,422- 0.2%
Payroll taxes $190,045$139,817$50,228- 0.1%
Information technology $183,356$27,295$156,061- 0.1%
Advertising and promotion $145,054$17,615$127,439- 0.1%
Pension plan contributions $120,262$104,723$15,539- 0.1%
Other (as described)LINE OF CREDIT FEES $119,880-$119,880- 0.1%
Occupancy $108,438-$108,438- 0.1%
Fees: accounting $100,646-$100,646- 0.1%
Office expenses $77,754-$77,754- 0.1%
Travel $77,402$74,562$2,840- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $52,619-$52,619- 0.0%
Other (as described)CAPITAL OUTLAYS $39,238-$39,238- 0.0%
Conferences, conventions and meetings $23,791$23,791-- 0.0%
Insurance $19,967-$19,967- 0.0%
Other (as described)DUES AND MEMBERSHIPS $13,891-$13,891- 0.0%
All other expenses $9,544-$9,544- 0.0%
Total$127,468,546100%

View the filing

2022 · Form 990 · $63,535,535 spent · pay $2,992,017 · grants $56,181,459 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $56,181,459$56,181,459-- 88.4%
Fees: investment management $2,916,071-$2,916,071- 4.6%
Pay: officers, directors, trustees, key employees $1,563,838$919,786$644,052- 2.5%
Other salaries and wages $973,035$869,631$103,404- 1.5%
Fees: other services $275,885$209,452$66,433- 0.4%
Fees: legal $241,179-$241,179- 0.4%
Other employee benefits $186,948$159,965$26,983- 0.3%
Information technology $169,463-$169,463- 0.3%
Payroll taxes $164,630$119,625$45,005- 0.3%
Other (as described)LINE OF CREDIT FEES $157,398-$157,398- 0.2%
Advertising and promotion $129,365-$129,365- 0.2%
Occupancy $111,178-$111,178- 0.2%
Fees: accounting $109,515-$109,515- 0.2%
Pension plan contributions $103,566$94,959$8,607- 0.2%
Office expenses $59,084-$59,084- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $59,032-$59,032- 0.1%
Travel $57,539$56,499$1,040- 0.1%
Other (as described)CAPITAL OUTLAYS $34,800-$34,800- 0.1%
Insurance $19,712-$19,712- 0.0%
All other expenses $11,271-$11,271- 0.0%
Other (as described)DUES AND MEMBERSHIPS $10,567-$10,567- 0.0%
Total$63,535,535100%

View the filing

2021 · Form 990 · $133,047,066 spent · pay $2,411,361 · grants $126,685,340 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $126,685,340$126,685,340-- 95.2%
Fees: investment management $2,887,959-$2,887,959- 2.2%
Pay: officers, directors, trustees, key employees $1,178,746$772,240$406,506- 0.9%
Other salaries and wages $842,996$593,428$249,568- 0.6%
Fees: legal $203,029-$203,029- 0.2%
Fees: other services $202,011$202,011-- 0.2%
Other employee benefits $179,838$136,363$43,475- 0.1%
Information technology $140,660-$140,660- 0.1%
Payroll taxes $130,729$88,887$41,842- 0.1%
Occupancy $85,897-$85,897- 0.1%
Pension plan contributions $79,052$58,167$20,885- 0.1%
Advertising and promotion $78,193-$78,193- 0.1%
Fees: accounting $73,560-$73,560- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $61,747-$61,747- 0.0%
Other (as described)CAPITAL OUTLAYS $55,387-$55,387- 0.0%
Office expenses $50,109-$50,109- 0.0%
Travel $42,255$39,034$3,221- 0.0%
All other expenses $28,012-$28,012- 0.0%
Insurance $19,228-$19,228- 0.0%
Other (as described)DUES AND MEMBERSHIPS $13,122-$13,122- 0.0%
Other (as described)MEETINGS $9,196$9,196-- 0.0%
Total$133,047,066100%

View the filing

2020 · Form 990 · $141,559,804 spent · pay $2,248,591 · grants $135,774,769 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $135,774,769$135,774,769-- 95.9%
Fees: investment management $2,647,845-$2,647,845- 1.9%
Pay: officers, directors, trustees, key employees $1,159,282$718,783$440,499- 0.8%
Other salaries and wages $734,088$602,853$131,235- 0.5%
Fees: other services $207,866-$207,866- 0.1%
Occupancy $165,102-$165,102- 0.1%
Other employee benefits $162,133$128,850$33,283- 0.1%
Fees: legal $149,087-$149,087- 0.1%
Payroll taxes $123,070$87,751$35,319- 0.1%
Fees: accounting $96,604-$96,604- 0.1%
Information technology $71,418-$71,418- 0.1%
Pension plan contributions $70,018$56,688$13,330- 0.0%
Advertising and promotion $55,614-$55,614- 0.0%
Office expenses $49,734-$49,734- 0.0%
Other (as described)CAPITAL OUTLAYS $39,137-$39,137- 0.0%
Insurance $17,312-$17,312- 0.0%
Travel $12,452$11,885$567- 0.0%
Other (as described)DUES AND MEMBERSHIPS $10,855-$10,855- 0.0%
Other (as described)BOARD OF DIRECTORS EXPENSES $8,636-$8,636- 0.0%
Other (as described)PAYROLL SERVICES $2,543-$2,543- 0.0%
All other expenses $2,239-$2,239- 0.0%
Total$141,559,804100%

View the filing

2019 · Form 990 · $79,357,817 spent · pay $2,029,634 · grants $73,450,009 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $73,450,009$73,450,009-- 92.6%
Fees: investment management $3,181,735$0$3,181,735$0 4.0%
Pay: officers, directors, trustees, key employees $1,047,215$701,487$345,728$0 1.3%
Other salaries and wages $669,198$535,369$133,829$0 0.8%
Fees: legal $180,586$0$180,586$0 0.2%
Other employee benefits $141,032$85,768$55,264$0 0.2%
Payroll taxes $110,926$69,797$41,129$0 0.1%
Fees: accounting $79,777$0$79,777$0 0.1%
Information technology $72,344$0$72,344$0 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $68,709-$68,709- 0.1%
Occupancy $66,151$0$66,151$0 0.1%
Fees: other services $63,226$0$63,226$0 0.1%
Pension plan contributions $61,263$42,751$18,512$0 0.1%
Office expenses $48,691$0$48,691$0 0.1%
Travel $35,991$32,663$3,328$0 0.0%
Other (as described)CAPITAL OUTLAYS $28,977-$28,977- 0.0%
Advertising and promotion $21,913$0$21,913$0 0.0%
Insurance $18,926-$18,926$0 0.0%
Other (as described)DUES AND MEMBERSHIPS $4,530-$4,530- 0.0%
Other (as described)UNRELATED BUS. INCOME TAX $4,006-$4,006- 0.0%
All other expenses $2,612-$2,612- 0.0%
Total$79,357,817100%

View the filing

2018 · Form 990 · $64,903,877 spent · pay $2,067,969 · grants $59,453,799 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $59,453,799$59,453,799-- 91.6%
Fees: investment management $2,745,563$0$2,745,563$0 4.2%
Pay: officers, directors, trustees, key employees $1,150,089$765,945$384,144$0 1.8%
Other salaries and wages $606,725$491,810$114,915$0 0.9%
Fees: legal $151,289$0$151,289$0 0.2%
Other employee benefits $141,904$87,075$54,829$0 0.2%
Payroll taxes $109,036$74,625$34,411$0 0.2%
Occupancy $86,376$0$86,376$0 0.1%
Information technology $70,791$0$70,791$0 0.1%
Fees: accounting $70,000$0$70,000$0 0.1%
Pension plan contributions $60,215$42,572$17,643$0 0.1%
Travel $46,542$41,021$5,521$0 0.1%
Advertising and promotion $46,525$0$46,525$0 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $40,293-$40,293- 0.1%
Office expenses $35,951$0$35,951$0 0.1%
Fees: other services $26,219$26,219-- 0.0%
Insurance $19,225$0$19,225$0 0.0%
Other (as described)UNRELATED BUS. INCOME TAX $17,476-$17,476- 0.0%
Other (as described)CAPITAL OUTLAYS $13,327-$13,327- 0.0%
Other (as described)DUES AND MEMBERSHIPS $10,061-$10,061- 0.0%
All other expenses $2,471-$2,471- 0.0%
Total$64,903,877100%

View the filing

2017 · Form 990 · $78,672,488 spent · pay $2,126,610 · grants $72,977,505 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $72,977,505$72,977,505-- 92.8%
Fees: investment management $3,007,349-$3,007,349- 3.8%
Other salaries and wages $938,600$723,148$215,452- 1.2%
Pay: officers, directors, trustees, key employees $796,863$508,487$288,376- 1.0%
Other employee benefits $185,225$140,523$44,702- 0.2%
Fees: legal $133,560-$133,560- 0.2%
Payroll taxes $112,344$80,407$31,937- 0.1%
Pension plan contributions $93,578$72,024$21,554- 0.1%
Occupancy $78,838-$78,838- 0.1%
Information technology $70,489-$70,489- 0.1%
Fees: accounting $65,000-$65,000- 0.1%
Advertising and promotion $47,555-$47,555- 0.1%
Travel $47,258$45,516$1,742- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $38,559-$38,559$0 0.0%
Office expenses $31,745-$31,745- 0.0%
Insurance $19,791-$19,791- 0.0%
Other (as described)CAPITAL OUTLAYS $11,094-$11,094- 0.0%
Other (as described)DUES AND MEMBERSHIPS $9,416-$9,416- 0.0%
Other (as described)UNRELATED BUS. INCOME TAX $4,941-$4,941- 0.0%
All other expenses $2,778-$2,778- 0.0%
Total$78,672,488100%

View the filing

2016 · Form 990 · $138,890,436 spent · pay $1,977,899 · grants $133,579,949 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $133,579,949$133,579,949-- 96.2%
Fees: investment management $2,633,573-$2,633,573- 1.9%
Other salaries and wages $800,794$653,972$146,822- 0.6%
Pay: officers, directors, trustees, key employees $789,478$490,253$299,225$0 0.6%
Other employee benefits $208,651$126,256$82,395- 0.2%
Occupancy $125,647-$125,647- 0.1%
Fees: legal $125,315-$125,315- 0.1%
Payroll taxes $98,875$73,252$25,623- 0.1%
Pension plan contributions $80,101$65,591$14,510- 0.1%
Information technology $71,651-$71,651- 0.1%
Other (as described)UNRELATED BUS. INCOME TAX $69,551-$69,551- 0.1%
Fees: accounting $64,460-$64,460- 0.0%
Other (as described)BOARD OF DIRECTORS EXPENSES $49,533-$49,533- 0.0%
Travel $40,723$39,344$1,379- 0.0%
Other (as described)CAPITAL OUTLAYS $37,685-$37,685- 0.0%
Office expenses $37,345-$37,345- 0.0%
Fees: other services $30,750-$30,750- 0.0%
Insurance $19,470-$19,470- 0.0%
Advertising and promotion $14,576-$14,576- 0.0%
Other (as described)DUES AND MEMBERSHIPS $9,413-$9,413- 0.0%
All other expenses $2,896-$2,896- 0.0%
Total$138,890,436100%

View the filing

2015 · Form 990 · $39,104,679 spent · pay $1,943,299 · grants $34,160,735 · events $18,635
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $34,160,735$34,160,735-- 87.4%
Fees: investment management $2,442,970-$2,442,970$0 6.2%
Pay: officers, directors, trustees, key employees $990,718$533,217$457,501$0 2.5%
Other salaries and wages $647,632$481,983$165,649$0 1.7%
Other employee benefits $138,668$85,717$52,951$0 0.4%
Fees: legal $129,255-$129,255$0 0.3%
Payroll taxes $101,705$65,692$36,013$0 0.3%
Occupancy $76,505-$76,505$0 0.2%
Pension plan contributions $64,576$47,922$16,654$0 0.2%
Fees: accounting $63,265-$63,265$0 0.2%
Information technology $58,722-$58,722$0 0.2%
Other (as described)BOARD OF DIRECTORS EXPENSES $48,577-$48,577- 0.1%
Travel $41,569$37,406$4,163$0 0.1%
Office expenses $37,220-$37,220$0 0.1%
Other (as described)CAPITAL OUTLAYS $28,807-$28,807- 0.1%
Other (as described)UNRELATED BUSINESS INCOME TAX $19,953-$19,953- 0.1%
Insurance $18,746-$18,746$0 0.0%
Conferences, conventions and meetings $18,635$18,635-$0 0.0%
Other (as described)DUES AND MEMBERSHIPS $10,036-$10,036- 0.0%
Advertising and promotion $3,548-$3,548$0 0.0%
All other expenses $2,837-$2,837- 0.0%
Total$39,104,679100%

View the filing

2014 · Form 990 · $40,128,250 spent · pay $1,912,444 · grants $35,362,734 · events $390
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $35,362,734$35,362,734-- 88.1%
Fees: investment management $2,301,995-$2,301,995- 5.7%
Pay: officers, directors, trustees, key employees $1,081,745$595,993$485,752- 2.7%
Other salaries and wages $550,815$419,042$131,773- 1.4%
Fees: legal $170,747-$170,747- 0.4%
Other employee benefits $126,792$92,788$34,004- 0.3%
Payroll taxes $99,377$65,481$33,896- 0.2%
Occupancy $76,536-$76,536- 0.2%
Pension plan contributions $53,715$40,780$12,935- 0.1%
Information technology $48,558-$48,558- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $45,825-$45,825- 0.1%
Travel $42,540$33,320$9,220- 0.1%
Office expenses $39,526-$39,526- 0.1%
Fees: accounting $39,423-$39,423- 0.1%
Other (as described)CAPITAL OUTLAYS $24,251-$24,251- 0.1%
Insurance $21,660-$21,660- 0.1%
Other (as described)UNRELATED BUSINESS INC TAX $21,086-$21,086$0 0.1%
Other (as described)DUES AND MEMBERSHIPS $9,229-$9,229- 0.0%
Advertising and promotion $7,199-$7,199- 0.0%
All other expenses $2,607-$2,607- 0.0%
Fees: other services $1,500-$1,500- 0.0%
Conferences, conventions and meetings $390$390-- 0.0%
Total$40,128,250100%

View the filing

2013 · Form 990 · $61,815,651 spent · pay $1,857,975 · grants $32,162,211 · events $240
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $32,162,211$32,162,211-- 52.0%
Other (as described)PAYMENT TO STATE OF NC $24,639,357-$24,639,357- 39.9%
Fees: investment management $2,642,131-$2,642,131- 4.3%
Pay: officers, directors, trustees, key employees $1,064,026$560,278$503,748- 1.7%
Other salaries and wages $532,848$434,244$98,604- 0.9%
Fees: legal $166,396-$166,396- 0.3%
Other employee benefits $110,538$83,356$27,182- 0.2%
Payroll taxes $100,043$65,599$34,444- 0.2%
Occupancy $62,455-$62,455- 0.1%
Fees: accounting $60,000-$60,000- 0.1%
Pension plan contributions $50,520$40,654$9,866- 0.1%
Travel $43,413-$43,413- 0.1%
Office expenses $40,351-$40,351- 0.1%
Other (as described)BOARD OF DIRECTORS EXPENSES $37,646-$37,646- 0.1%
Information technology $37,156-$37,156- 0.1%
Other (as described)CAPITAL OUTLAYS $22,251-$22,251- 0.0%
Insurance $21,725-$21,725- 0.0%
Other (as described)DUES AND MEMBERSHIPS $11,313-$11,313- 0.0%
Advertising and promotion $8,474-$8,474- 0.0%
All other expenses $2,257-$2,257- 0.0%
Fees: other services $300-$300- 0.0%
Conferences, conventions and meetings $240-$240- 0.0%
Total$61,815,651100%

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2012 · Form 990 · $110,165,868 spent · pay $1,702,899 · grants $46,018,345 · events $2,798
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PAYMENT TO STATE OF NC $59,445,436-$59,445,436- 54.0%
Grants to US organizations and governments $46,018,345$46,018,345-- 41.8%
Fees: investment management $2,228,289-$2,228,289- 2.0%
Pay: officers, directors, trustees, key employees $996,938$535,647$461,291- 0.9%
Other salaries and wages $469,288$375,714$93,574- 0.4%
Fees: legal $174,510-$174,510- 0.2%
Other (as described)MSA ENFORCEMENT $161,221-$161,221- 0.1%
Other employee benefits $99,431$69,795$29,636- 0.1%
Payroll taxes $90,500$59,315$31,185- 0.1%
Fees: other services $82,549$82,249$300- 0.1%
Occupancy $63,563-$63,563- 0.1%
Fees: accounting $53,279-$53,279- 0.0%
Travel $48,898$41,902$6,996- 0.0%
Pension plan contributions $46,742$37,367$9,375- 0.0%
Office expenses $43,290-$43,290- 0.0%
Other (as described)CAPITAL OUTLAYS $38,857-$38,857- 0.0%
Information technology $36,213-$36,213- 0.0%
Other (as described)BOARD-DIRECTORS EXPENSE $32,168-$32,168- 0.0%
Insurance $22,635-$22,635- 0.0%
All other expenses $5,807-$5,807- 0.0%
Advertising and promotion $5,111-$5,111- 0.0%
Conferences, conventions and meetings $2,798$2,798-- 0.0%
Total$110,165,868100%

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2011 · Form 990 · $67,123,679 spent · pay $1,600,924 · grants $44,742,093 · events $209
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $44,742,093$44,742,093-- 66.7%
Other (as described)PAYMENT TO STATE OF NC $17,563,760-$17,563,760- 26.2%
Fees: investment management $2,474,111-$2,474,111- 3.7%
Pay: officers, directors, trustees, key employees $979,772$528,312$451,460- 1.5%
Other salaries and wages $402,427$311,518$90,909- 0.6%
Other (as described)MSA ENFORCEMENT $218,720-$218,720- 0.3%
Fees: legal $184,937-$184,937- 0.3%
Other employee benefits $94,388$65,608$28,780- 0.1%
Payroll taxes $83,798$53,683$30,115- 0.1%
Occupancy $58,022-$58,022- 0.1%
Fees: accounting $55,873-$55,873- 0.1%
Travel $43,580$38,543$5,037- 0.1%
Other (as described)BOARD OF DIRECTORS EXPE $41,115-$41,115- 0.1%
Pension plan contributions $40,539$31,564$8,975- 0.1%
Information technology $36,157-$36,157- 0.1%
Office expenses $35,967-$35,967- 0.1%
Insurance $20,842-$20,842- 0.0%
Fees: other services $19,426$19,126$300- 0.0%
Other (as described)CAPITAL OUTLAYS $11,088-$11,088- 0.0%
All other expenses $9,127-$9,127- 0.0%
Advertising and promotion $7,728-$7,728- 0.0%
Conferences, conventions and meetings $209$209-- 0.0%
Total$67,123,679100%

View the filing

2010 · Form 990 · $47,687,708 spent · pay $1,559,635 · grants $43,092,615 · events $75
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $43,092,615$43,092,615-- 90.4%
Fees: investment management $2,262,481-$2,262,481- 4.7%
Pay: officers, directors, trustees, key employees $987,935$531,602$456,333- 2.1%
Other salaries and wages $367,901$277,672$90,229- 0.8%
Fees: legal $214,485-$214,485- 0.4%
Other (as described)MSA ENFORCEMENT $209,302-$209,302- 0.4%
Other employee benefits $89,495$62,674$26,821- 0.2%
Payroll taxes $79,209$49,992$29,217- 0.2%
Fees: accounting $54,765-$54,765- 0.1%
Occupancy $54,376-$54,376- 0.1%
Fees: other services $45,518$44,518$1,000- 0.1%
Information technology $41,916-$41,916- 0.1%
Travel $39,560$33,194$6,366- 0.1%
Office expenses $38,377-$38,377- 0.1%
Pension plan contributions $35,095$27,154$7,941- 0.1%
Other (as described)BOARD OF DIRECTORS EXPE $32,912-$32,912- 0.1%
Insurance $20,143-$20,143- 0.0%
Other (as described)CAPITAL OUTLAYS $9,408-$9,408- 0.0%
Other (as described)DUES AND MEMBERSHIPS $5,973-$5,973- 0.0%
Advertising and promotion $4,399-$4,399- 0.0%
Other (as described)PAYROLL SERVICES $1,768-$1,768- 0.0%
Conferences, conventions and meetings $75$75-- 0.0%
Total$47,687,708100%

View the filing

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