2024-11-15T13:23:04-06:00 2023-12-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2023-01-01 562156876 THE EDWARD M ARMFIELD SR FOUNDATION I EDWA 3362737519 324 W WENDOVER AVE 130 GREENSBORO NC 27408 MELINDA OAKLEY EXECUTIVE DIRECTOR 3362737519 2024-11-15 1 0 STACY M WEST CPA P00452212 3362759886 2024-11-14 2023 2024-10-15 13:58:12Z X 53543121 X X 3563 3563 771235 2589091 6442472 1871999 0 -60835 2592654 2585962 170201 34040 136161 89509 17902 71607 3570 714 2856 678639 678639 0 59120 11824 47296 137925 137725 200 29582 3644 14576 3520 0 2993 599 2394 3961 792 3169 -3725460 919675 59318 -2546440 1805554 337577 823452 2915937 -1722988 1805554 3253514 4315642 780408 1 3 3 2835642 2507955 2507955 147685 112410 112410 13101783 10856990 10856990 2974250 3155134 3155134 32199077 36009437 36009437 57239 52540 6518 4699 4699 73527 896493 896493 51338483 53543121 53543121 110860 107772 5597608 3510123 10098823 10078392 15807291 13696287 X 35531192 39846834 35531192 39846834 51338483 53543121 35531192 4315642 0 39846834 0 39846834 VANGUARD FUNDS P 2022-12-31 2023-12-31 3000000 1732700 1267300 1267300 NEON LIBERTY P 2022-12-31 2023-12-31 396398 185050 211348 211348 GOLDMAN SACHS - MEZZANINE FUND P 2022-12-31 2023-12-31 87 -87 -87 SHEARWATER OFFSHORE LTD P 2022-12-31 2023-12-31 93941 28314 65627 65627 NEWPORT ASIA K-1 P 2022-12-31 2023-12-31 27166 27166 27166 SAPONA P 2022-12-31 2023-12-31 54000 54000 54000 KABOUTER K-1 P 2022-12-31 2023-12-31 296021 -296021 -296021 LEXINGTON CAPITAL K-1 P 2022-12-31 2023-12-31 45763 45763 45763 LCP IX K-1 P 2022-12-31 2023-12-31 3455 3455 3455 CASDIN GROWTH K-1 P 2022-12-31 2023-12-31 5676 -5676 -5676 CASDIN GROWTH II K-1 P 2022-12-31 2023-12-31 4022 4022 4022 HOLOWESKO - EDGEWOOD MGT P 2022-12-31 2023-12-31 1500000 754826 745174 745174 BOSTWICK COMPOUND P 2022-12-31 2023-12-31 1312157 1071998 240159 240159 ACME-MCCRARY COMPOUND P 2022-12-31 2023-12-31 5570 5570 5570 WHITEHALL K-1 P 2022-12-31 2023-12-31 437708 -437708 -437708 NEON LIBERTY K-1 P 2022-12-31 2023-12-31 58093 -58093 -58093 1871999 10848 0 10848 0 10848 17509 0 40000 0 57509 0 46661 46661 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 N/A MINDY OAKLEY 3362737519 324 WEST WENDOVER AVE GREENSBORO NC 27408 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAIR P ARMFIELD 1504 EDGEDALE ROAD GREENSBORO NC 27408 DIRECTOR 2.00 4000 0 0 PHIFER CRUTE 5528 LINDA ROSA AVE LAJOLLA CA 92037 DIRECTOR 2.00 4000 0 0 JAMES C B HANCOCK 177 BLEECKER ST 12 NEW YORK NY 10012 DIRECTOR 2.00 4000 0 0 R DAVID SPRINKLE 3017 VERBENA LN GREENSBORO NC 27410 DIRECTOR 2.00 4000 0 0 MELINDA W OAKLEY 1911 LAFAYETTE AVE GREENSBORO NC 27408 OFFICER 40.00 144413 5787 0 LAURA ARMFIELD CANNON 101 MANNING DRIVE CHAPEL HILL NC 27514 DIRECTOR 2.00 4000 0 0 DIANA HEDGSPETH 324 W WENDOVER AVE - STE 130 GREENSBORO NC 27408 OFFICE MGR 40.00 89509 3570 0 0 DAVIS WRIGHT TREM LLP 505 MONTGOMERY ST STE 800 SAN FRANCISCO CA 94111 LEGAL 513242 WEAVER CONSULTING GROUP 101 MAIN ST 200 HUNTINGTON CA 92648 ENVIRONMENTAL CLEAN UP SERVICES 401356 GEOSYNTEC CONSULTANTS 924 ANACAPA STREET STE 4A SANTA BARBARA CA 93101 ENVIRONMENTAL CLEAN UP SERVICES 265060 BROOKS PIERCE 230 N ELM ST 2000 GREENSBORO NC 27401 ACCOUNTING 165397 MONTICELLO ASSOCIATES 1800 LARIMER STREET DENVER CO 80202 ASSET MANAGEMENT CONSULTANT 137500 1 0 14447211 2157077 33938735 50543023 0 0 50543023 758145 49784878 2489244 2489244 10848 10848 2478396 5000 2483396 0 2483396 3253514 0 3253514 2483396 0 0 604583 604583 3253514 0 0 0 2483396 770118 0 0 1374701 0 0 0 0 0 0 0 1374701 604583 770118 MELINDA W OAKLEY 324 W WENDOVER AVE - STE 130 GREENSBORO NC 27408 3362737519 MINDY.OAKLEY@ARMFIELDFDN.ORG CALL FOUNDATION FOR REQUIRED GRANT APPLICATION FORM JUNE 15TH AND OCTOBER 31ST COMMUNITY CAPITAL CAMPAIGNS, EDUCATIONAL INSTITUTION CAPITAL CAMPAIGNS AND EDUCATIONAL PROGRAMS IN GUILFORD, RANDOLPH AND SURRY COUNTIES IN NC. 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 40000 APPALACHIAN STATE UNIVERSITY PO BOX 32059 BOONE AZ 286082059 N/A PC SCHOLARSHIP 126200 BIRMINGHAM-SOUTHERN COLLEGE 900 ARKADELPHIA RD BIRMINGHAM AL 35254 N/A PC SCHOLARSHIP 6000 CAMPBELL UNIVERSITY 143 MAIN ST BUIES CREEK NC 27506 N/A PC SCHOLARSHIP 12000 CANTERBURY SCHOOL 5400 OLD LAKE JEANETTE RD GREENSBORO NC 274551322 N/A PC GRANT 20000 CENTER FOR CREATIVE LEADERSHIP 1 LEADERSHIP PLACE GREENSBORO NC 27410 N/A PC SURRY COUNTY SCHOOLS LEADERSHIP INITIATIVE 80000 CHILDREN'S HOME SOCIETY OF NORTH CAROLINA PO BOX 14608 GREENSBORO NC 27415 N/A PC STRATEGIC PLAN IMPLEMENTATION 25000 CITY OF ASHEBORO PO BOX 1106 ASHEBORO NC 27204 N/A PC ZOO CITY SPORTS COMPLEX 40000 COASTAL CAROLINA UNIVERSITY 100 CHANTICLEER DR E CONWAY SC 29634 N/A PC SCHOLARSHIP 12500 COKER UNIVERSITY 300 E COLLEGE AVE HARTSVILLE NC 29550 N/A PC SCHOLARSHIP 1000 CONE HEALTH 1200 NORTH ELM STREET GREENSBORO NC 27401 N/A PC SCHOOL BSED TELEHEALTH IN GUILFORD COUNTY SCHOOLS 32500 CROSSROADS PATHWAYS TO SUCCESS INC 609 GUILFORD COLLEGE RD GREENSBORO NC 27409 N/A PC GRANT 17500 DAVIDSON COLLEGE PO BOX 7162 DAVIDSON NC 28035 N/A PC GRANT DAVIDSON TRUST 200000 DAVIDSON COLLEGE PO BOX 7162 DAVIDSON NC 28035 N/A PC SCHOLARSHIP 2500 EAST CAROLINA UNIVERSITY SPILMAN BUILDING GREENVILLE NC 278584353 N/A PC SCHOLARSHIP 3900 ELKIN CITY SCHOOLS 202 WEST SPRING ST ELKIN NC 286213448 N/A PC SUPPORT ESL PROGRAMS 52317 ELON UNIVERSITY CAMPUS BOX 2700 ELON NC 27244 N/A PC SCHOLARSHIP 17500 FERRUM COLLEGE 215 FERRUM MOUNTAIN RD FERRUM VA 24088 N/A PC SCHOLARSHIP 5500 GARDNER-WEBB UNIVERSITY PO BOX 997 BOILING SPRINGS NC 28017 N/A PC SCHOLARSHIP 10000 GREEN HILL CENTER FOR NC ART 200 N DAVIE ST SUITE 201 GREENSBORO NC 27401 N/A PC SPONSORSHIP COLLECTORS CHOICE ANNUAL FUNDRAISING EVENT 10000 GREENSBORO CHILDREN'S MUSUEM 220 N CHURCH ST GREENSBORO NC 27401 N/A PC BUILDING FOR THE FUTURE CAPITAL CAMPAIGN 25000 GREENSBORO COLLEGE 815 W MARKET ST GREENSBORO NC 27401 N/A PC SCHOLARSHIP 15000 GREENSBORO DAY SCHOOL 5401 LAWNDALE DR GREENSBORO NC 27455 N/A PC SUPPORT FOR PUBLIC PURPOSE PROJECTS 5000 GREENSBORO LITERARY ORGANIZATION 304 S ELM ST GREENSBORO NC 27401 N/A PC OPERATING SUPPORT FOR GREENSBORO BOUND 35000 GROVE CITY COLLEGE 100 CAMPUS DR GROVE CITY NC 16127 N/A PC SCHOLARSHIP 5000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVE GREENSBORO NC 27410 N/A PC GRANT 200000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVE GREENSBORO NC 27410 N/A PC SCHOLARSHIP 6000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE SUITE E GREENSBORO NC 27407 N/A PC GRANT 25000 HIGH POINT UNIVERSITY 1 N UNIVERSITY PKWY HIGH POINT NC 27268 N/A PC SCHOLARSHIP 15000 LEES-MCRAE COLLEGE 191 MAIN ST W BANNER ELK NC 28604 N/A PC SCHOLARSHIP 6736 LENOIR-RHYNE UNIVERSITY 625 7TH AVE PL NE HICKORY NC 28604 N/A PC SCHOLARSHIP 28000 LIBERTY UNIVERSITY 1971 UNIVERSITY BLVD LYNCHBURG VA 24515 N/A PC SCHOLARSHIP 17500 LIMESTONE COLLEGE 1115 COLLEGE DR GAFFNEY SC 29340 N/A PC SCHOLARSHIP 5000 LYDIA'S PLACE SHELTER FOR WOMEN AND FAMILIES 114 FRANCIS ST ASHEBORO NC 27203 N/A PC SHELTER FOR WOMEN AND FAMILIES 125000 MARS HILL UNIVERSITY PO BOX 370 MARS HILL NC 28754 N/A PC SCHOLARSHIP 1000 MCCALLIE SCHOOL 500 DODDS AVENUE CHATTANOOGA TN 37404 N/A PC ARMFIELD ENDOWED SCHOLARHSIP FUND 100000 MEREDITH COLLEGE 3800 HILLSBOROUGH ST RALEIGH NC 27607 N/A PC SCHOLARSHIP 17500 MONTREAT COLLEGE 310 GAITHER CIRCLE MONTREAT NC 28757 N/A PC SCHOLARSHIP 13000 MT AIRY CITY SCHOOLS 202 HYLTON ST MT AIRY NC 27030 N/A PC FUNDING FOR ENGLISH AS A SECOND LANGUAGE PROGRAMS 59000 NORTH CAROLINA STATE UNIVERSITY BOX 7302 / 2005 HARRIS HALL RALEIGH NC 276957302 N/A PC SCHOLARSHIP 96750 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 100000 PFEIFFER UNIVERSITY PO BOX 960 MISENHEIMER NC 28109 N/A PC SCHOLARSHIP 8000 QUEENS UNIVERSITY OF CHARLOTTE 1900 SALWYN AVE CHARLOTTE NC 28274 N/A PC SCHOLARSHIP 12500 READY FOR SCHOOL READY FOR LIFE PO BOX 13844 GREENSBORO NC 27415 N/A PC GRANT 66667 SALEM ACADEMY 601 S CHURCH ST WINSTONSALEM NC 27101 N/A PC GRANT 166667 SALVATION ARMY OF SURRY COUNTY P O BOX 443 MT AIRY NC 27030 N/A PC ANNUAL HOLDIAY GIFT TO SUPPORT OPERATIONS 10000 SHIFTED 125 S ELM ST 500 GREENSBORO NC 27401 N/A PC CAROLINA COLLEGE ADVISING CORPS GRANT 500000 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 50000 UNC-ASHEVILLE 1 UNIVERSITY HEIGHTS ASHEVILLE NC 28804 N/A PC SCHOLARSHIP 1500 UNC-CHAPEL HILL 103 BYRUM HALL CHAPEL HILL NC 27599 N/A PC SCHOLARSHIP 90950 UNC-CHAPEL HILLCAROLINA COLL ADV CORPS UNIVERSITY DEVELOPMENT C/O BANK OF AMERICA LOCKBOX SERVICES PO BOX 402 ATLANTA GA 303842420 PC CAROLINA COLLEGE ADVISING CORPS GRANT 200000 UNC-CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 N/A PC SCHOLARSHIP 55250 UNC-GREENSBORO PO BOX 26177 GREENSBORO NC 27402 N/A PC SCHOLARSHIP 6000 UNC-PEMBROKE PO BOX 1510 PEMBROKE NC 28372 N/A PC SCHOLARSHIP 10000 UNC-WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 N/A PC SCHOLARSHIP 18000 UNIVERSITY OF CENTRAL ARKANSAS 210 DONAGHEY AVE CONWAY AR 72035 N/A PC SCHOLARSHIP 5000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 N/A PC SCHOLARSHIP 12500 UNIVERSITY OF TENNESSEE 211 STUDENT SERVICES BLDG KNOXVILLE TN 37996 N/A PC SCHOLARSHIP 22500 VIRGINIA POLYTECHNIC INST& STATE UNIV 800 WASHINGTON ST SW BLACKSBURG VA 24061 N/A PC SCHOLARSHIP 10000 WAKE FOREST UNIVERSITY PO BOX 7246 WINSTONSALEM NC 27109 N/A PC SCHOLARSHIP 14000 WESTERN CAROLINA UNIVERSITY HFR ADMINISTRATION BUILDING CULLOWHEE NC 28723 N/A PC SCHOLARSHIP 11000 WINSTON SALEM STATE UNIVERSITY 601 S MARTIN LUTHER KING JR DR PEMBROKE NC 28372 N/A PC SCHOLARSHIP 5000 YWCA 1807 EAST WENDOVER AVE GREENSBORO NC 27405 N/A PC EMERGENCY WINTER SHELTER 25000 2915937 0 14 3563 525990 1968 14 525990 -14 525990 212 14 525990 14 525990 4977 18 2587382 525990 -5434 01 1709 2590945 0 2592654 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 59120 11824 47296 FORM 990-PF, PART VII-B, LINE 1A(4) - FORM 4720 EXCEPTION EXPLANATION: THE ORGANIZATION PAYS REASONABLE COMPENSATION TO SOME OFFICERS OF THE CORPORATION. THIS MEETS THE EXCEPTION; THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. PIMCO FUNDS 3155134 3155134 BANK OF NORTH CAROLINA STOCK 19347 19347 VANGUARD DIVIDEND FUND 10837643 10837643 BOSTWICK COMPOUND OFFSHORE LTD FMV 1786046 1786046 CANYON DISTRESSED OPPORTUNITY FUND III FMV 1256203 1256203 CANYON REALIZATION FUND FMV 3226513 3226513 CASDIN PRIVATE GROWTH FMV 783377 783377 CASDIN PRIVATE GROWTH EQUITY FUND II FMV 788996 788996 DODGE AND COX FMV 2277050 2277050 EDGEWOOD GROWTH FUND FMV 5702301 5702301 GQG PARTNERS FUND FMV 1015981 1015981 HARBINGER DISTRESSED DEBT FUNDS FMV 704 704 INDUS SELECT FUND FMV 3412176 3412176 LEXINGTON PARTNERS FMV 1774038 1774038 MAVERICK STABLE FUND FMV 4422081 4422081 MORGAN STANLEY RE OFFSHORE GLOBAL FUND FMV 9372 9372 NEWPORT ASIA INSTITUTIONAL FUND FMV 1519976 1519976 NUT TREE DOWNDOWN FUND FMV 1244728 1244728 SELECT EQUITY OFFSHORE FUND FMV 2671147 2671147 SHEARWATER OFFSHORE SECURITIES FMV 156778 156778 SPYGLASS CAPITAL FUND FMV 2590400 2590400 DAVIDSON KEMPER INTERNATIONAL FMV 1266905 1266905 NEON LIBERTY LORIKEET MASTER FUND FMV 104665 104665 LEGAL FEES 678639 678639 0 INCOME TAX RECEIVABLE 17509 6497 6497 SALES TAX RECEIVABLE 1716 1378 1378 RECEIVBLE FROM REDEMPTION OF INVESTMENTS 54302 888618 888618 SANTA BARBARA ENVIRONMENTAL EXPENSE 698500 698500 0 DUES AND SUBSCRIPTIONS 268 54 214 ROU LEASE EXPENSE 24267 4656 18623 UNREALIZED GAINS -4705091 0 0 INSURANCE 24899 4980 19919 OFFICE SUPPLIES 25353 5141 20562 NEGATIVE DIVIDEND EFILING ADJUSTMENT 206344 206344 0 NEWPORT ASIA K-1 0 -21418 0 WHITEHALL K-1 0 -50 0 NORTH HAVEN K-1 0 -340 0 KABOUTER K-1 0 -10389 0 LEXINGTON K-1 0 -14892 0 LCP IX K-1 0 -694 0 CASDIN GROWTH FUND K-1 0 -12721 0 CASDIN GROWTH FUND II K01 0 -331 0 SETTLEMENT PAYABLE 10000000 10000000 LEASE PAYABLE 98823 78392 OTHER PROFESSIONAL FEES 250 50 200 INVESTMENT MANAGEMENT 137675 137675 0 INCOME TAXES 11362 0 0 PAYROLL TAXES 18220 3644 14576