EDWARD M ARMFIELD SR FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M ARMFIELD SR FOUNDATION INC (EIN 56-2156876)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104340
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:23:04-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560570567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMJPS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 GREEN VALLEY ROAD SUITE 201 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562156876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWARD M ARMFIELD SR FOUNDATION I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 3362737519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W WENDOVER AVE 130 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELINDA OAKLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3362737519 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY M WEST CPA | PreparerPersonNm |
| PTIN | P00452212 | PTIN |
| Phone | 3362759886 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,543,121 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,563 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,563 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $771,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,589,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,442,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,871,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$60,835 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,592,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,585,962 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,201 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,161 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $89,509 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,902 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $71,607 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,570 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $714 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,856 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $678,639 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $678,639 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,824 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,296 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $137,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,725 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,644 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,576 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,520 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,993 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $599 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,394 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,961 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $792 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,169 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$3,725,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $919,675 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | -$2,546,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,805,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $337,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $823,452 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,915,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | -$1,722,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,805,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,253,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,315,642 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $780,408 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,835,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,507,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,507,955 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $147,685 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $112,410 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $112,410 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,101,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,856,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,856,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,974,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,155,134 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,155,134 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,199,077 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,009,437 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,009,437 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $57,239 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,540 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,518 | LandBOYAmt |
| Land EOY | $4,699 | LandEOYAmt |
| Land EOYFMV | $4,699 | LandEOYFMVAmt |
| Other Assets BOY | $73,527 | OtherAssetsBOYAmt |
| Other Assets EOY | $896,493 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $896,493 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,338,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,543,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,543,121 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,860 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,772 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,597,608 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,510,123 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $10,098,823 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,078,392 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,807,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,696,287 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $35,531,192 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,846,834 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,531,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,846,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,338,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,543,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,531,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,315,642 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,846,834 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,846,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FUNDS | P | 2022-12-31 | 2023-12-31 | $3,000,000 | $1,732,700 | $1,267,300 | $1,267,300 |
| NEON LIBERTY | P | 2022-12-31 | 2023-12-31 | $396,398 | $185,050 | $211,348 | $211,348 |
| GOLDMAN SACHS - MEZZANINE FUND | P | 2022-12-31 | 2023-12-31 | $87 | -$87 | -$87 | |
| SHEARWATER OFFSHORE LTD | P | 2022-12-31 | 2023-12-31 | $93,941 | $28,314 | $65,627 | $65,627 |
| NEWPORT ASIA K-1 | P | 2022-12-31 | 2023-12-31 | $27,166 | $27,166 | $27,166 | |
| SAPONA | P | 2022-12-31 | 2023-12-31 | $54,000 | $54,000 | $54,000 | |
| KABOUTER K-1 | P | 2022-12-31 | 2023-12-31 | $296,021 | -$296,021 | -$296,021 | |
| LEXINGTON CAPITAL K-1 | P | 2022-12-31 | 2023-12-31 | $45,763 | $45,763 | $45,763 | |
| LCP IX K-1 | P | 2022-12-31 | 2023-12-31 | $3,455 | $3,455 | $3,455 | |
| CASDIN GROWTH K-1 | P | 2022-12-31 | 2023-12-31 | $5,676 | -$5,676 | -$5,676 | |
| CASDIN GROWTH II K-1 | P | 2022-12-31 | 2023-12-31 | $4,022 | $4,022 | $4,022 | |
| HOLOWESKO - EDGEWOOD MGT | P | 2022-12-31 | 2023-12-31 | $1,500,000 | $754,826 | $745,174 | $745,174 |
| BOSTWICK COMPOUND | P | 2022-12-31 | 2023-12-31 | $1,312,157 | $1,071,998 | $240,159 | $240,159 |
| ACME-MCCRARY COMPOUND | P | 2022-12-31 | 2023-12-31 | $5,570 | $5,570 | $5,570 | |
| WHITEHALL K-1 | P | 2022-12-31 | 2023-12-31 | $437,708 | -$437,708 | -$437,708 | |
| NEON LIBERTY K-1 | P | 2022-12-31 | 2023-12-31 | $58,093 | -$58,093 | -$58,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,871,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,848 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,848 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,848 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,509 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,661 | OverpaymentAmt |
| Applied To ES Tax | $46,661 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINDY OAKLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362737519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WEST WENDOVER AVE | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADAIR P ARMFIELD | ||||||||
| 1504 EDGEDALE ROAD | GREENSBORO | NC | 27408 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| PHIFER CRUTE | ||||||||
| 5528 LINDA ROSA AVE | LAJOLLA | CA | 92037 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| JAMES C B HANCOCK | ||||||||
| 177 BLEECKER ST 12 | NEW YORK | NY | 10012 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| R DAVID SPRINKLE | ||||||||
| 3017 VERBENA LN | GREENSBORO | NC | 27410 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| MELINDA W OAKLEY | ||||||||
| 1911 LAFAYETTE AVE | GREENSBORO | NC | 27408 | OFFICER | 40.00 | $144,413 | $5,787 | $0 |
| LAURA ARMFIELD CANNON | ||||||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA HEDGSPETH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W WENDOVER AVE - STE 130 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MGR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $89,509 | CompensationAmt |
| Employee Benefits | $3,570 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DAVIS WRIGHT TREM LLP | |||||
| 505 MONTGOMERY ST STE 800 | SAN FRANCISCO | CA | 94111 | LEGAL | $513,242 |
| WEAVER CONSULTING GROUP | |||||
| 101 MAIN ST 200 | HUNTINGTON | CA | 92648 | ENVIRONMENTAL CLEAN UP SERVICES | $401,356 |
| GEOSYNTEC CONSULTANTS | |||||
| 924 ANACAPA STREET STE 4A | SANTA BARBARA | CA | 93101 | ENVIRONMENTAL CLEAN UP SERVICES | $265,060 |
| BROOKS PIERCE | |||||
| 230 N ELM ST 2000 | GREENSBORO | NC | 27401 | ACCOUNTING | $165,397 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET | DENVER | CO | 80202 | ASSET MANAGEMENT CONSULTANT | $137,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,447,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,157,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,938,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,543,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,543,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,784,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,489,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,489,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,848 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,848 | TotalTaxAmt |
| Distributable Before Adj | $2,478,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,483,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,483,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,253,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,253,514 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,483,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $604,583 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $604,583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,253,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,483,396 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $770,118 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,374,701 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,374,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $604,583 | ExcessFromYear1Amt |
| Excess From Current Year | $770,118 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELINDA W OAKLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W WENDOVER AVE - STE 130 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362737519 | RecipientPhoneNum |
| Recipient Email Address | MINDY.OAKLEY@ARMFIELDFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | CALL FOUNDATION FOR REQUIRED GRANT APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 15TH AND OCTOBER 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | COMMUNITY CAPITAL CAMPAIGNS, EDUCATIONAL INSTITUTION CAPITAL CAMPAIGNS AND EDUCATIONAL PROGRAMS IN GUILFORD, RANDOLPH AND SURRY COUNTIES IN NC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION GREENSBORO | ||||||||
| 122 N ELM STREET SUITE 110 | GREENSBORO | NC | 27401 | N/A | PC | OPERATIONAL SUPPORT, CAMPUS GSO, BUILD S.M.A.R.T COMMS CAPAIGN | $40,000 | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| PO BOX 32059 | BOONE | AZ | 286082059 | N/A | PC | SCHOLARSHIP | $126,200 | |
| BIRMINGHAM-SOUTHERN COLLEGE | ||||||||
| 900 ARKADELPHIA RD | BIRMINGHAM | AL | 35254 | N/A | PC | SCHOLARSHIP | $6,000 | |
| CAMPBELL UNIVERSITY | ||||||||
| 143 MAIN ST | BUIES CREEK | NC | 27506 | N/A | PC | SCHOLARSHIP | $12,000 | |
| CANTERBURY SCHOOL | ||||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 274551322 | N/A | PC | GRANT | $20,000 | |
| CENTER FOR CREATIVE LEADERSHIP | ||||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | N/A | PC | SURRY COUNTY SCHOOLS LEADERSHIP INITIATIVE | $80,000 | |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA | ||||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | N/A | PC | STRATEGIC PLAN IMPLEMENTATION | $25,000 | |
| CITY OF ASHEBORO | ||||||||
| PO BOX 1106 | ASHEBORO | NC | 27204 | N/A | PC | ZOO CITY SPORTS COMPLEX | $40,000 | |
| COASTAL CAROLINA UNIVERSITY | ||||||||
| 100 CHANTICLEER DR E | CONWAY | SC | 29634 | N/A | PC | SCHOLARSHIP | $12,500 | |
| COKER UNIVERSITY | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | NC | 29550 | N/A | PC | SCHOLARSHIP | $1,000 | |
| CONE HEALTH | ||||||||
| 1200 NORTH ELM STREET | GREENSBORO | NC | 27401 | N/A | PC | SCHOOL BSED TELEHEALTH IN GUILFORD COUNTY SCHOOLS | $32,500 | |
| CROSSROADS PATHWAYS TO SUCCESS INC | ||||||||
| 609 GUILFORD COLLEGE RD | GREENSBORO | NC | 27409 | N/A | PC | GRANT | $17,500 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7162 | DAVIDSON | NC | 28035 | N/A | PC | GRANT DAVIDSON TRUST | $200,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7162 | DAVIDSON | NC | 28035 | N/A | PC | SCHOLARSHIP | $2,500 | |
| EAST CAROLINA UNIVERSITY | ||||||||
| SPILMAN BUILDING | GREENVILLE | NC | 278584353 | N/A | PC | SCHOLARSHIP | $3,900 | |
| ELKIN CITY SCHOOLS | ||||||||
| 202 WEST SPRING ST | ELKIN | NC | 286213448 | N/A | PC | SUPPORT ESL PROGRAMS | $52,317 | |
| ELON UNIVERSITY | ||||||||
| CAMPUS BOX 2700 | ELON | NC | 27244 | N/A | PC | SCHOLARSHIP | $17,500 | |
| FERRUM COLLEGE | ||||||||
| 215 FERRUM MOUNTAIN RD | FERRUM | VA | 24088 | N/A | PC | SCHOLARSHIP | $5,500 | |
| GARDNER-WEBB UNIVERSITY | ||||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | N/A | PC | SCHOLARSHIP | $10,000 | |
| GREEN HILL CENTER FOR NC ART | ||||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | N/A | PC | SPONSORSHIP COLLECTORS CHOICE ANNUAL FUNDRAISING EVENT | $10,000 | |
| GREENSBORO CHILDREN'S MUSUEM | ||||||||
| 220 N CHURCH ST | GREENSBORO | NC | 27401 | N/A | PC | BUILDING FOR THE FUTURE CAPITAL CAMPAIGN | $25,000 | |
| GREENSBORO COLLEGE | ||||||||
| 815 W MARKET ST | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIP | $15,000 | |
| GREENSBORO DAY SCHOOL | ||||||||
| 5401 LAWNDALE DR | GREENSBORO | NC | 27455 | N/A | PC | SUPPORT FOR PUBLIC PURPOSE PROJECTS | $5,000 | |
| GREENSBORO LITERARY ORGANIZATION | ||||||||
| 304 S ELM ST | GREENSBORO | NC | 27401 | N/A | PC | OPERATING SUPPORT FOR GREENSBORO BOUND | $35,000 | |
| GROVE CITY COLLEGE | ||||||||
| 100 CAMPUS DR | GROVE CITY | NC | 16127 | N/A | PC | SCHOLARSHIP | $5,000 | |
| GUILFORD COLLEGE | ||||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | GRANT | $200,000 | |
| GUILFORD COLLEGE | ||||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | SCHOLARSHIP | $6,000 | |
| GUILFORD EDUCATION ALLIANCE | ||||||||
| 311 POMONA DRIVE SUITE E | GREENSBORO | NC | 27407 | N/A | PC | GRANT | $25,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| 1 N UNIVERSITY PKWY | HIGH POINT | NC | 27268 | N/A | PC | SCHOLARSHIP | $15,000 | |
| LEES-MCRAE COLLEGE | ||||||||
| 191 MAIN ST W | BANNER ELK | NC | 28604 | N/A | PC | SCHOLARSHIP | $6,736 | |
| LENOIR-RHYNE UNIVERSITY | ||||||||
| 625 7TH AVE PL NE | HICKORY | NC | 28604 | N/A | PC | SCHOLARSHIP | $28,000 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | N/A | PC | SCHOLARSHIP | $17,500 | |
| LIMESTONE COLLEGE | ||||||||
| 1115 COLLEGE DR | GAFFNEY | SC | 29340 | N/A | PC | SCHOLARSHIP | $5,000 | |
| LYDIA'S PLACE SHELTER FOR WOMEN AND FAMILIES | ||||||||
| 114 FRANCIS ST | ASHEBORO | NC | 27203 | N/A | PC | SHELTER FOR WOMEN AND FAMILIES | $125,000 | |
| MARS HILL UNIVERSITY | ||||||||
| PO BOX 370 | MARS HILL | NC | 28754 | N/A | PC | SCHOLARSHIP | $1,000 | |
| MCCALLIE SCHOOL | ||||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | N/A | PC | ARMFIELD ENDOWED SCHOLARHSIP FUND | $100,000 | |
| MEREDITH COLLEGE | ||||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | N/A | PC | SCHOLARSHIP | $17,500 | |
| MONTREAT COLLEGE | ||||||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | N/A | PC | SCHOLARSHIP | $13,000 | |
| MT AIRY CITY SCHOOLS | ||||||||
| 202 HYLTON ST | MT AIRY | NC | 27030 | N/A | PC | FUNDING FOR ENGLISH AS A SECOND LANGUAGE PROGRAMS | $59,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| BOX 7302 / 2005 HARRIS HALL | RALEIGH | NC | 276957302 | N/A | PC | SCHOLARSHIP | $96,750 | |
| NORTH CAROLINA TEXTILE FOUNDATION | ||||||||
| 1020 MAIN CAMPUS DRIVE | RALEIGH | NC | 27606 | N/A | PC | EDWARD M ARFIELD SR. & WILLIAM J ARMFIELD IV ENDOWED PIONEER SCHOLARSHIP FUND | $100,000 | |
| PFEIFFER UNIVERSITY | ||||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | N/A | PC | SCHOLARSHIP | $8,000 | |
| QUEENS UNIVERSITY OF CHARLOTTE | ||||||||
| 1900 SALWYN AVE | CHARLOTTE | NC | 28274 | N/A | PC | SCHOLARSHIP | $12,500 | |
| READY FOR SCHOOL READY FOR LIFE | ||||||||
| PO BOX 13844 | GREENSBORO | NC | 27415 | N/A | PC | GRANT | $66,667 | |
| SALEM ACADEMY | ||||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | N/A | PC | GRANT | $166,667 | |
| SALVATION ARMY OF SURRY COUNTY | ||||||||
| P O BOX 443 | MT AIRY | NC | 27030 | N/A | PC | ANNUAL HOLDIAY GIFT TO SUPPORT OPERATIONS | $10,000 | |
| SHIFTED | ||||||||
| 125 S ELM ST 500 | GREENSBORO | NC | 27401 | N/A | PC | CAROLINA COLLEGE ADVISING CORPS GRANT | $500,000 | |
| SUMMIT SCHOOL | ||||||||
| 2100 REYNOLDA RD | WINSTONSALEM | NC | 27106 | N/A | PC | GRANT | $500 | |
| THE BLAKE ODUM MOTIVATIONAL FDN | ||||||||
| PO BOX 13144 | GREENSBORO | NC | 27415 | N/A | PC | GRANT | $50,000 | |
| UNC-ASHEVILLE | ||||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 28804 | N/A | PC | SCHOLARSHIP | $1,500 | |
| UNC-CHAPEL HILL | ||||||||
| 103 BYRUM HALL | CHAPEL HILL | NC | 27599 | N/A | PC | SCHOLARSHIP | $90,950 | |
| UNC-CHAPEL HILLCAROLINA COLL ADV CORPS | ||||||||
| UNIVERSITY DEVELOPMENT C/O BANK OF | ATLANTA | GA | 303842420 | PC | CAROLINA COLLEGE ADVISING CORPS GRANT | $200,000 | AMERICA LOCKBOX SERVICES PO BOX 402 | |
| UNC-CHARLOTTE | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | PC | SCHOLARSHIP | $55,250 | |
| UNC-GREENSBORO | ||||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | N/A | PC | SCHOLARSHIP | $6,000 | |
| UNC-PEMBROKE | ||||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | N/A | PC | SCHOLARSHIP | $10,000 | |
| UNC-WILMINGTON | ||||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | N/A | PC | SCHOLARSHIP | $18,000 | |
| UNIVERSITY OF CENTRAL ARKANSAS | ||||||||
| 210 DONAGHEY AVE | CONWAY | AR | 72035 | N/A | PC | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | SCHOLARSHIP | $12,500 | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | N/A | PC | SCHOLARSHIP | $22,500 | |
| VIRGINIA POLYTECHNIC INST& STATE UNIV | ||||||||
| 800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | N/A | PC | SCHOLARSHIP | $10,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | N/A | PC | SCHOLARSHIP | $14,000 | |
| WESTERN CAROLINA UNIVERSITY | ||||||||
| HFR ADMINISTRATION BUILDING | CULLOWHEE | NC | 28723 | N/A | PC | SCHOLARSHIP | $11,000 | |
| WINSTON SALEM STATE UNIVERSITY | ||||||||
| 601 S MARTIN LUTHER KING JR DR | PEMBROKE | NC | 28372 | N/A | PC | SCHOLARSHIP | $5,000 | |
| YWCA | ||||||||
| 1807 EAST WENDOVER AVE | GREENSBORO | NC | 27405 | N/A | PC | EMERGENCY WINTER SHELTER | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,915,937 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,563 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,968 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $212 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,977 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,587,382 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,434 | UnrelatedBusinessTaxblIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,590,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,592,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $59,120 | Amt |
| Net Investment Income | $11,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,296 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII-B, LINE 1A(4) - FORM 4720 EXCEPTION EXPLANATION: | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION PAYS REASONABLE COMPENSATION TO SOME OFFICERS OF THE CORPORATION. THIS MEETS THE EXCEPTION; THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO FUNDS | BondNm |
| EOY Book Value | $3,155,134 | EOYBookValueAmt |
| EOYFMV | $3,155,134 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NORTH CAROLINA STOCK | $19,347 | $19,347 |
| VANGUARD DIVIDEND FUND | $10,837,643 | $10,837,643 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTWICK COMPOUND OFFSHORE LTD | FMV | $1,786,046 | $1,786,046 |
| CANYON DISTRESSED OPPORTUNITY FUND III | FMV | $1,256,203 | $1,256,203 |
| CANYON REALIZATION FUND | FMV | $3,226,513 | $3,226,513 |
| CASDIN PRIVATE GROWTH | FMV | $783,377 | $783,377 |
| CASDIN PRIVATE GROWTH EQUITY FUND II | FMV | $788,996 | $788,996 |
| DODGE AND COX | FMV | $2,277,050 | $2,277,050 |
| EDGEWOOD GROWTH FUND | FMV | $5,702,301 | $5,702,301 |
| GQG PARTNERS FUND | FMV | $1,015,981 | $1,015,981 |
| HARBINGER DISTRESSED DEBT FUNDS | FMV | $704 | $704 |
| INDUS SELECT FUND | FMV | $3,412,176 | $3,412,176 |
| LEXINGTON PARTNERS | FMV | $1,774,038 | $1,774,038 |
| MAVERICK STABLE FUND | FMV | $4,422,081 | $4,422,081 |
| MORGAN STANLEY RE OFFSHORE GLOBAL FUND | FMV | $9,372 | $9,372 |
| NEWPORT ASIA INSTITUTIONAL FUND | FMV | $1,519,976 | $1,519,976 |
| NUT TREE DOWNDOWN FUND | FMV | $1,244,728 | $1,244,728 |
| SELECT EQUITY OFFSHORE FUND | FMV | $2,671,147 | $2,671,147 |
| SHEARWATER OFFSHORE SECURITIES | FMV | $156,778 | $156,778 |
| SPYGLASS CAPITAL FUND | FMV | $2,590,400 | $2,590,400 |
| DAVIDSON KEMPER INTERNATIONAL | FMV | $1,266,905 | $1,266,905 |
| NEON LIBERTY LORIKEET MASTER FUND | FMV | $104,665 | $104,665 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $678,639 | LegalFeesAmt |
| Net Investment Income | $678,639 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INCOME TAX RECEIVABLE | $17,509 | $6,497 | $6,497 |
| SALES TAX RECEIVABLE | $1,716 | $1,378 | $1,378 |
| RECEIVBLE FROM REDEMPTION OF INVESTMENTS | $54,302 | $888,618 | $888,618 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SANTA BARBARA ENVIRONMENTAL EXPENSE | $698,500 | $698,500 | $0 |
| DUES AND SUBSCRIPTIONS | $268 | $54 | $214 |
| ROU LEASE EXPENSE | $24,267 | $4,656 | $18,623 |
| UNREALIZED GAINS | -$4,705,091 | $0 | $0 |
| INSURANCE | $24,899 | $4,980 | $19,919 |
| OFFICE SUPPLIES | $25,353 | $5,141 | $20,562 |
| NEGATIVE DIVIDEND EFILING ADJUSTMENT | $206,344 | $206,344 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NEWPORT ASIA K-1 | $0 | -$21,418 | $0 |
| WHITEHALL K-1 | $0 | -$50 | $0 |
| NORTH HAVEN K-1 | $0 | -$340 | $0 |
| KABOUTER K-1 | $0 | -$10,389 | $0 |
| LEXINGTON K-1 | $0 | -$14,892 | $0 |
| LCP IX K-1 | $0 | -$694 | $0 |
| CASDIN GROWTH FUND K-1 | $0 | -$12,721 | $0 |
| CASDIN GROWTH FUND II K01 | $0 | -$331 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SETTLEMENT PAYABLE | $10,000,000 | $10,000,000 |
| LEASE PAYABLE | $98,823 | $78,392 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $250 | $50 | $200 |
| INVESTMENT MANAGEMENT | $137,675 | $137,675 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $11,362 | $0 | $0 |
| PAYROLL TAXES | $18,220 | $3,644 | $14,576 |