2024-03-18T17:54:31-04:00 2023-06-30 562119415 HOLLINGSWORTH AVENT AVERRE & PURVIS PA 300 W MILLBROOK RD RALEIGH NC 276094306 990 2022-07-01 561656943 THE JOHN LOCKE FOUNDATION INC JOHN 9198283876 4800 SIX FORKS ROAD 220 RALEIGH NC 27609 DONALD BRYSON PRESIDENT 9198283276 2024-02-05 true DONALD BRYSON 999009999 false TINA R PURVIS CPA P00279881 9198484100 2024-02-05 2022 2023-04-26 12:10:37Z DONALD BRYSON 5906078 false X WWW.JOHNLOCKE.ORG X THE PURPOSE OF THE FOUNDATION IS TO CONDUCT RESEARCH, DISSEMINATE INFORMATION, AND ADVANCE PUBLIC UNDERSTANDING OF SOCIETY BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, THE VOLUNTARY EXCHANGES OF A FREE MARKET ECONOMY, AND LIMITED GOVERNMENT. THE FOUNDATION SHALL GIVE PRIORITY TO NORTH CAROLINA STATE PUBLIC POLICY ISSUES AND NATIONAL ISSUES AFFECTING NORTH CAROLINA. 11 11 52 0 1762982 5852208 0 27 4090 31888 36585 1794897 5892883 25750 0 2996038 3052193 62043 57267 658942 2095182 2680222 5153263 5815432 -3358366 77451 3444638 5713188 482988 2690740 2961650 3022448 X THE PURPOSE OF THE FOUNDATION IS TO CONDUCT RESEARCH, DISSEMINATE INFORMATION, AND ADVANCE PUBLIC UNDERSTANDING OF SOCIETY BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, THE VOLUNTARY EXCHANGES OF A FREE MARKET ECONOMY, AND LIMITED GOVERNMENT. THE FOUNDATION SHALL GIVE PRIORITY TO NORTH CAROLINA STATE PUBLIC POLICY ISSUES AND NATIONAL ISSUES AFFECTING NORTH CAROLINA. false false 1274182 25750 RESEARCH - THE ORGANIZATION CONDUCTS AND ANALYZES RESEARCH IN SEVERAL AREAS, INCLUDING FISCAL POLICY, HEALTH AND HUMAN SERVICES, EDUCATION, LEGAL POLICY, AGRICULTURE, ENERGY AND THE ENVIRONMENT, REGULATION, ELECTION SECURITY, AND TRANSPORTATION. RESEARCH EFFORTS ALSO INCLUDE THE CENTER FOR PUBLIC INTEGRITY, THE NORTH CAROLINA HISTORY PROJECT, THE CENTER FOR AGRICULTURAL INNOVATION, AND THE CENTER FOR EFFECTIVE EDUCATION. 1039874 COMMUNICATIONS - THE ORGANIZATION'S MISSION AND OBJECTIVES IS SUPPORTED THROUGH MEDIUMS SUCH AS THE LOCKE WEBSITE, SOCIAL MEDIA PLATFORMS, AND EMAIL. THE COMMUNICATIONS INFRASTRUCTURE ALSO INCLUDES A STATE-OF-THE-ART STUDIO DESIGNED FOR CREATING SOUND AND VIDEO CONTENT. 900271 CAROLINA JOURNAL - CAROLINA JOURNAL OFFERS DAILY COMMENTARY AND ANALYSIS OF NORTH CAROLINA POLITICS AND POLICY AND IS A LEADER IN INVESTIGATIVE JOURNALISM IN THE STATE. THE OUTFIT MAINTAINS A NEWS MEDIA STRUCTURE THAT INCLUDES PRINT, DIGITAL, AND RADIO AND REACHES MARKETS STATE-WIDE. 1758239 FIRST IN FREEDOM - THIS IS A ROBUST PROGRAM AREA THAT ENCOMPASSES THE FOUNDATION'S OUTREACH EFFORTS, INCLUDING BUT NOT LIMITED TO: LEADERSHIP PROGRAMS SUCH AS THE EA MORRIS FELLOWSHIP AND INTERNSHIP PROGRAM, BOTH INTENDED TO TRAIN A NEW GENERATION OF LEADERS USING FREE-MARKET IDEAS; GRASSROOTS OUTREACH: AN EFFORT TO IDENTIFY, RECRUIT AND ENGAGE GRASSROOTS LEADERS THROUGHOUT THE STATE; GOVERNMENT AFFAIRS: EDUCATES ELECTED OFFICIALS AND COMMUNITY LEADERS ABOUT LIMITED GOVERNMENT POLICIES AT THE STATE LEVEL; AS WELL AS EVENTS SUCH AS THE CAROLINA LIBERTY CONFERENCE. 1758239 4972566 true true false true false false false false false false true false false true true false true false false false false false false true false false false true false true false false false false false false false false false false false false false false false false false true 31 0 true 52 true false false false false false false false false X 11 11 false false false false false false false true true false false true true true false true true true false false NC X X AMY COOKE 9198283876 4800 SIX FORKS ROAD 220 RALEIGH NC 27609 AMY COOKE CEO 40.00 0.00 X X 195000 0 15577 MICHAEL HARDEN EMPLOYEE 40.00 X 162287 0 11218 DONALD BRYSON PRESIDENT 40.00 0.00 X X 151532 0 14784 BRIAN BALFOUR EMPLOYEE 40.00 X 105522 0 12978 JIM ANTHONY BOARD MEMBER X 0 0 0 JULIE EMMONS BOARD MEMBER X 0 0 0 BILL GRAHAM BOARD MEMBER X 0 0 0 JOHN HOOD BOARD MEMBER X 0 0 0 TED HICKS II BOARD MEMBER X 0 0 0 CHRIS MELE BOARD MEMBER X 0 0 0 RODNEY PITTS BOARD MEMBER X 0 0 0 PAUL SLOBODIAN BOARD MEMBER X 0 0 0 PAUL STAM BOARD MEMBER X 0 0 0 DAVID M STOVER BOARD MEMBER X 0 0 0 EDWIN M THOMAS BOARD MEMBER X 0 0 0 614341 54557 4 false true false 5852208 5852208 3837 3837 13448 13195 253 253 253 OTHER 36585 36585 36585 5892883 40675 X 25750 25750 376893 265770 65957 45166 2236455 1915516 17598 303341 52674 49218 365 3091 196465 170789 8287 17389 189706 160059 5193 24454 13608 13608 96825 76367 15176 5282 57267 57267 720016 697155 8140 14721 132584 132584 484914 367464 2636 114814 167883 140462 7331 20090 462983 416085 24777 22121 204420 180107 11137 13176 228129 222758 1362 4009 16096 14400 1235 461 34602 31142 1730 1730 DUES & REGISTRATION FEES 91820 83122 73 8625 PAYROLL FEES 16972 7009 9574 389 MISCELLANEOUS 9370 3201 3353 2816 5815432 4972566 183924 658942 2832 2679140 2901407 485129 408231 86545 97675 253648 102650 172749 150998 18243 2154877 3444638 5713188 256240 304147 226748 2386593 482988 2690740 X 2431786 2328265 529864 694183 2961650 3022448 3444638 5713188 X 77451 -16653 X false true X true false X 3624420 3400548 6465354 1762982 5852208 21105512 3624420 3400548 6465354 1762982 5852208 21105512 14733670 6371842 6012 11473 172 31915 40675 90247 21195759 96457 0.30060 0.29860 X SEE ATTACHED. PART II, LINE 10 OTHER INCOME 90,247 PART II, LINE 17A SEE ATTACHED. PART II, LINE 17B SEE ATTACHED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153943 153943 153943 30789 7697 123154 false 32794 31981 30789 95564 143346 163970 159907 153943 477820 8199 7995 7697 23891 35837 SCHEDULE C, PART II-A NO LOBBYING IN 2019 63480 11542 51938 140458 65721 74737 49710 25387 24323 150998 RIGHT-OF-USE ASSET 2141594 SALES TAX RECEIVABLE 13283 2154877 OPERATING LEASE LIABILITY 2386593 2386593 5892883 5892883 5892883 5832085 16653 16653 5815432 5815432 SCHEDULE D, PAGE 4, PART XII, LINE 2D BOOK / TAX DEPRECIATION DIFFERENCE 16,653 X X true CLEARWORD COMMUNICATIONS GROUP 20130 LAKEVIEW CT PLAZA STE 300 ASHBURN VA 20147 MAILINGS false 321616 43790 277826 JACKRABBIT 2640 WINDING BROOK DRIVE AUSTIN TX 78748 MAIL,CONS. false 5642 -5642 CRESENDO 63 FEDERAL STREET PORTLAND ME 04101 false 5500 -5500 321616 54932 266684 NC SCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (V) CLEARWORD COMMUNICATIONS GROUP FEES false PALMETTO PROMISE INSTITUTE PO BOX 12676 COLUMBIA SC 29211 12500 SOUTH CAROLINA POLICY COUNCIL EDUCA 1323 PENDLETON ST COLUMBIA SC 29201 12500 false false false false false false false false false AMY COOKE CEO 195000 15577 210577 MICHAEL HARDEN EMPLOYEE 162287 11218 173505 DONALD BRYSON PRESIDENT 151532 14784 166316 FORM 990 - ORGANIZATION'S MISSION THE PURPOSE OF THE FOUNDATION IS TO CONDUCT RESEARCH, DISSEMINATE INFORMATION, AND ADVANCE PUBLIC UNDERSTANDING OF SOCIETY BASED ON THE PRINCIPLES OF INDIVIDUAL LIBERTY, THE VOLUNTARY EXCHANGES OF A FREE MARKET ECONOMY, AND LIMITED GOVERNMENT. THE FOUNDATION SHALL GIVE PRIORITY TO NORTH CAROLINA STATE PUBLIC POLICY ISSUES AND NATIONAL ISSUES AFFECTING NORTH CAROLINA. FORM 990, PAGE 2, PART III, LINE 4D FIRST IN FREEDOM - THIS IS A ROBUST PROGRAM AREA THAT ENCOMPASSES THE FOUNDATION'S OUTREACH EFFORTS, INCLUDING BUT NOT LIMITED TO: LEADERSHIP PROGRAMS SUCH AS THE EA MORRIS FELLOWSHIP AND INTERNSHIP PROGRAM, BOTH INTENDED TO TRAIN A NEW GENERATION OF LEADERS USING FREE-MARKET IDEAS; GRASSROOTS OUTREACH: AN EFFORT TO IDENTIFY, RECRUIT AND ENGAGE GRASSROOTS LEADERS THROUGHOUT THE STATE; GOVERNMENT AFFAIRS: EDUCATES ELECTED OFFICIALS AND COMMUNITY LEADERS ABOUT LIMITED GOVERNMENT POLICIES AT THE STATE LEVEL; AS WELL AS EVENTS SUCH AS THE CAROLINA LIBERTY CONFERENCE. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FORM 990 WAS REVIEWED BY THE ORGANIZATION'S COO, CEO AND BOARD OF DIRECTORS BEFORE IT WAS FILED. FORM 990, PAGE 6, PART VI, LINE 15A DETERMINATION AND REVIEW OF COMPENSATION OF THE EXECUTIVE DIRECTOR IS PERFORMED BY AN INDEPENDENT COMMITTEE OF THE BOARD. THIS COMMITTEE HAS AVAILABLE TO IT SALARY SURVEYS AND OTHER COMPARABLES IN THE INDUSTRY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE INFORMATION IS ALSO AVAILABLE VIA GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G FUNDRAISING CONSULTANT 9,758 0 0 OUTSIDE CONTRACTORS 637,401 597 7,263 OTHER CONSULTANTS 21,922 0 0 PROFESSIONAL DEVELOPMENT 28,074 7,543 7,458 TOTAL 697,155 8,140 14,721 FORM 990, PART XI, LINE 9 BOOK / TAX DEPRECIATION DIFFERENCE -16,653 NO LOBBYING IN 2019