EDWARD M ARMFIELD SR FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M ARMFIELD SR FOUNDATION INC (EIN 56-2156876)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349105194
- Schema version
- 2022v5.0
- 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
- 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 | 2023-11-15T13:46:56-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELINDA | PersonFirstNm |
| Person Last | OAKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,338,483 | 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 | $733 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $738,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,017,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,111,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,039,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,842,561 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$31,934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,850,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,828,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,026 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,605 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $134,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $86,066 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,213 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,853 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,570 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $514 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,056 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $254,717 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $254,397 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $320 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,614 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,456 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125,425 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,506 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,026 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,425 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,155 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $631 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,524 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,088 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $618 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,470 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,138,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $889,781 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,922 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,915,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,337,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $324,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,747,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,508,003 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,662,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,337,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,832,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,812,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,491,450 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,299,995 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,835,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,835,642 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $56,018 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,551 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $56,018 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $56,018 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $63,508 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $147,685 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $147,685 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,606,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,101,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,101,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,479,709 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,974,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,974,250 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,317,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,199,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,199,077 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $56,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,347 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,943 | LandBOYAmt |
| Land EOY | $6,518 | LandEOYAmt |
| Land EOYFMV | $6,518 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,509 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,509 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,779,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,338,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,338,483 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $49,857 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,860 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,359,024 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,597,608 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $27,730 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,098,823 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,436,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,807,291 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $64,343,278 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,531,192 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,343,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,531,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,779,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,338,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,343,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,812,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,531,192 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,531,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD FUNDS | P | 2021-12-31 | 2022-12-31 | $1,750,000 | $898,386 | $851,614 | $851,614 |
| INDUS ASIA PACIFIC FUND | P | 2021-12-31 | 2022-12-31 | $88,404 | -$88,404 | -$88,404 | |
| NEON LIBERTY | P | 2021-12-31 | 2022-12-31 | $2,538,924 | $1,111,167 | $1,427,757 | $1,427,757 |
| GOLDMAN SACHS - MEZZANINE FUND | P | 2021-12-31 | 2022-12-31 | $4,578 | $4,578 | $4,578 | |
| SHEARWATER OFFSHORE LTD | P | 2021-12-31 | 2022-12-31 | $1,551,749 | $1,704,381 | -$152,632 | -$152,632 |
| MAVERICK STABLE | P | 2021-12-31 | 2022-12-31 | $3,715,091 | $2,500,000 | $1,215,091 | $1,215,091 |
| PIMCO FDS | P | 2021-12-31 | 2022-12-31 | $500,000 | $517,475 | -$17,475 | -$17,475 |
| NEWPORT ASIA K-1 | P | 2021-12-31 | 2022-12-31 | $22,983 | -$22,983 | -$22,983 | |
| SAPONA | P | 2021-12-31 | 2022-12-31 | $171,000 | $171,000 | $171,000 | |
| KABOUTER K-1 | P | 2021-12-31 | 2022-12-31 | $353,710 | -$353,710 | -$353,710 | |
| LEXINGTON CAPITAL K-1 | P | 2021-12-31 | 2022-12-31 | $85,883 | $85,883 | $85,883 | |
| LCP IX K-1 | P | 2021-12-31 | 2022-12-31 | $5,694 | $5,694 | $5,694 | |
| CASDIN GROWTH K-1 | P | 2021-12-31 | 2022-12-31 | $16,310 | $16,310 | $16,310 | |
| CAPITAL GAINS DIVIDENDS | P | $699,838 | $699,838 | $699,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,842,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Overpayment | $17,509 | OverpaymentAmt |
| Applied To ES Tax | $17,509 | 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 (7 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 | $5,000 | $0 | $0 |
| BEDFORD CANNON | ||||||||
| 140 EAST WATER STREET | STATESVILLE | NC | 28677 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| PHIFER CRUTE | ||||||||
| 1327 TORREY PINE ROAD | LAJOLLA | CA | 92037 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| JAMES C B HANCOCK | ||||||||
| 177 BLEECKER ST 12 | NEW YORK | NY | 10012 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| R DAVID SPRINKLE | ||||||||
| 3017 VERBENA LN | GREENSBORO | NC | 27410 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| MELINDA W OAKLEY | ||||||||
| 1911 LAFAYETTE AVE | GREENSBORO | NC | 27408 | OFFICER | 40.00 | $138,860 | $4,166 | $0 |
| LAURA ARMFIELD CANNON | ||||||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 2.00 | $2,000 | $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 | $86,067 | CompensationAmt |
| Employee Benefits | $2,570 | 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 |
|---|---|---|---|---|---|
| WEAVER CONSULTING GROUP | |||||
| 101 MAIN ST 200 | HUNTINGTON | CA | 92648 | ENVIRONMENTAL CLEAN UP SERVICES | $447,415 |
| GEOSYNTEC CONSULTANTS | |||||
| 924 ANACAPA STREET STE 4A | SANTA BARBARA | CA | 93101 | ENVIRONMENTAL CLEAN UP SERVICES | $429,136 |
| DAVIS WRIGHT TREM LLP | |||||
| 505 MONTGOMERY ST STE 800 | SAN FRANCISCO | CA | 94111 | LEGAL | $241,477 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET | DENVER | CO | 80202 | ASSET MANAGEMENT CONSULTANT | $125,000 |
| DMJ & CO PLLC | |||||
| 703 GREEN VALLEY RD - STE 201 | GREENSBORO | NC | 27408 | ACCOUNTING | $58,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 | $15,622,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,481,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,966,877 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,071,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,071,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $751,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,320,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,466,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,466,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,531 | TotalTaxAmt |
| Distributable Before Adj | $2,417,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,417,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,417,470 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,832,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,832,251 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,417,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $810,198 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,832,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $810,198 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,417,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $604,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $604,583 | 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 | $604,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $604,583 | 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 (75 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 | GRANT | $20,000 | |
| ALLEGHANY MEMORIAL HOSPITAL FOUNDATION | ||||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | N/A | PC | GRANT | $50,000 | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| PO BOX 32059 | BOONE | AZ | 286082059 | N/A | PC | SCHOLARSHIP | $126,400 | |
| ARIZONA STATE UNIVERSITY | ||||||||
| 1151 S FOREST AVE | TEMPE | AZ | 85281 | N/A | PC | SCHOLARSHIP | $2,500 | |
| ARTSGREENSBORO | ||||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $1,500 | |
| BACKPACK BEGINNINGS | ||||||||
| 1852 BANKING ST 9024 | GREENSBORO | NC | 27408 | N/A | PC | GRANT | $200,000 | |
| BARTON COLLEGE | ||||||||
| PO BOX 5000 | WILSON | NC | 27893 | N/A | PC | SCHOLARSHIP | $3,000 | |
| CANTERBURY SCHOOL | ||||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 274551322 | N/A | PC | GRANT | $20,000 | |
| CATAWBA COLLEGE | ||||||||
| 2300 WEST INNES ST | SALISBURY | NC | 28144 | N/A | PC | SCHOLARSHIP | $2,000 | |
| CENTER FOR CREATIVE LEADERSHIP | ||||||||
| 1 LEADERSHIP PLACE | GREENSBORO | NC | 27410 | N/A | PC | GRANT | $80,000 | |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA | ||||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | N/A | PC | GRANT | $25,000 | |
| CITY OF ASHEBORO | ||||||||
| PO BOX 1106 | ASHEBORO | NC | 27204 | N/A | GOV | GRANT | $80,000 | |
| CLEMSON UNIVERSITY | ||||||||
| 105 SIKES HALL BOX 345124 | CLEMSON | NC | 29634 | N/A | PC | SCHOLARSHIP | $10,000 | |
| COKER UNIVERSITY | ||||||||
| 300 E COLLEGE AVE | HARTSVILLE | NC | 29550 | N/A | PC | SCHOLARSHIP | $1,000 | |
| COMMUN IN SCHOOLS OF GREATER GREENSBORO | ||||||||
| 122 N ELM STREET SUITE 301 | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $144,000 | |
| COMMUNITY FOUNDATION OF GREAT GREENSBORO | ||||||||
| 301 N ELM STREET SUITE 100 | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $135,000 | |
| CONE HEALTH | ||||||||
| 1200 NORTH ELM STREET | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $32,500 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7162 | DAVIDSON | NC | 28035 | N/A | PC | SCHOLARSHIP | $202,500 | |
| EAST CAROLINA UNIVERSITY | ||||||||
| SPILMAN BUILDING | GREENVILLE | NC | 278584353 | N/A | PC | SCHOLARSHIP | $1,000 | |
| EASTERN MENNONITE UNIVERSITY | ||||||||
| 1200 PARK ROAD | HARRISONBURG | VA | 22802 | N/A | PC | SCHOLARSHIP | $1,000 | |
| ELKIN CITY SCHOOLS | ||||||||
| 202 WEST SPRING ST | ELKIN | NC | 286213448 | N/A | PC | GRANT | $50,000 | |
| ELON UNIVERSITY | ||||||||
| CAMPUS BOX 2700 | ELON | NC | 27244 | N/A | PC | SCHOLARSHIP | $33,000 | |
| GARDNER-WEBB UNIVERSITY | ||||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | N/A | PC | SCHOLARSHIP | $10,000 | |
| GREENSBORO CHILDREN'S MUSUEM | ||||||||
| 220 N CHURCH ST | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $25,000 | |
| GREENSBORO COLLEGE | ||||||||
| 815 W MARKET ST | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIP | $5,000 | |
| GREENSBORO DAY SCHOOL | ||||||||
| 5401 LAWNDALE DR | GREENSBORO | NC | 27455 | N/A | PC | GRANT | $5,000 | |
| GREENSBORO LITERARY ORGANIZATION | ||||||||
| 304 S ELM ST | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $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 EDUCATION ALLIANCE | ||||||||
| 311 POMONA DRIVE SUITE E | GREENSBORO | NC | 27407 | N/A | PC | GRANT | $100,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| 1 N UNIVERSITY PKWY | HIGH POINT | NC | 27268 | N/A | PC | SCHOLARSHIP | $5,000 | |
| JUNIOR ACHIEVEMENT OF THE TRIAD INC | ||||||||
| 3220 NORTHLINE AVE | GREENSBORO | NC | 27408 | N/A | PC | GRANT | $100,000 | |
| LEE UNIVERSITY | ||||||||
| 1120 N OCOEE STREET | CLEVELAND | NC | 27590 | N/A | PC | SCHOLARSHIP | $10,000 | |
| LEES-MCRAE COLLEGE | ||||||||
| 191 MAIN ST W | BANNER ELK | NC | 28604 | N/A | PC | SCHOLARSHIP | $13,536 | |
| LENOIR-RHYNE UNIVERSITY | ||||||||
| 625 7TH AVE PL NE | HICKORY | NC | 28604 | N/A | PC | SCHOLARSHIP | $36,000 | |
| LIBERTY UNIVERSITY | ||||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | N/A | PC | SCHOLARSHIP | $20,000 | |
| 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 | GRANT | $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 | GRANT | $100,000 | |
| MEREDITH COLLEGE | ||||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | N/A | PC | SCHOLARSHIP | $12,500 | |
| 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 | GRANT | $50,000 | |
| NORTH CAROLINA STATE UNIVERSITY | ||||||||
| BOX 7302 / 2005 HARRIS HALL | RALEIGH | NC | 276957302 | N/A | PC | SCHOLARSHIP | $80,000 | |
| NORTH CAROLINA TEXTILE FOUNDATION | ||||||||
| 1020 MAIN CAMPUS DRIVE | RALEIGH | NC | 27606 | N/A | PC | GRANT | $100,000 | |
| OLD DOMINION UNIVERSITY | ||||||||
| 121 ALFRED B ROLLINS JR HALL | NORFOLK | VA | 235290052 | N/A | PC | SCHOLARSHIP | $2,500 | |
| PFEIFFER UNIVERSITY | ||||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | N/A | PC | SCHOLARSHIP | $5,000 | |
| PRESERVATION GREENSBORO | ||||||||
| 447 W WASHINGTON ST | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $10,000 | |
| 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 | $50,000 | |
| SALEM ACADEMY | ||||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | N/A | PC | GRANT | $166,667 | |
| SALEM COLLEGE | ||||||||
| 601 S CHURCH STREET | WINSTONSALEM | NC | 27101 | N/A | PC | SCHOLARSHIP | $1,500 | |
| SALVATION ARMY OF SURRY COUNTY | ||||||||
| P O BOX 443 | MT AIRY | NC | 27030 | N/A | PC | GRANT | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | SCHOLARSHIP | $4,000 | |
| TEACH FOR AMERICA NC PIEDMONT TRIAD | ||||||||
| PO BOX 398504 | SAN FRANCISCO | CA | 94139 | N/A | PC | GRANT | $25,000 | |
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||
| 525 FELLOWSHIP ROAD | WASHINGTON | DC | 27752 | N/A | PC | SCHOLARSHIP | $10,000 | |
| THE ROTARY CAROUSEL LLC | ||||||||
| 330 S GREEN ST SUITE 304 | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $10,000 | |
| THE UNIVERSITY OF NC AT CHAPEL HILL | ||||||||
| UNC-CHAPEL HILL SUITE 3100 | CHAPEL HILL | NC | 27599 | N/A | PC | GRANT | $40,000 | |
| 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 | $99,400 | |
| UNC-CHAPEL HILLCAROLINA COLL ADV CORPS | ||||||||
| UNIVERSITY DEVELOPMENT C/O BANK OF | ATLANTA | GA | 30384 | N/A | PC | GRANT | $170,000 | AMERICA LOCKBOX SERVICES PO BOX 402 |
| UNC-CHARLOTTE | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | PC | SCHOLARSHIP | $53,500 | |
| UNC-GREENSBORO | ||||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | N/A | PC | SCHOLARSHIP | $311,000 | |
| UNC-PEMBROKE | ||||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | N/A | PC | SCHOLARSHIP | $5,000 | |
| UNC-WILMINGTON | ||||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | N/A | PC | SCHOLARSHIP | $20,500 | |
| UNITED WAY OF GREATER GREENSBORO | ||||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27415 | N/A | PC | GRANT | $50,000 | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | N/A | PC | SCHOLARSHIP | $35,000 | |
| 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 | $4,000 | |
| WEST VIRGINIA UNIVERSITY | ||||||||
| PO BOX 6004 | MORGANTOWN | WV | 26506 | N/A | PC | SCHOLARSHIP | $12,500 | |
| WESTERN CAROLINA UNIVERSITY | ||||||||
| HFR ADMINISTRATION BUILDING | CULLOWHEE | NC | 28723 | N/A | PC | SCHOLARSHIP | $21,000 | |
| WINGATE UNIVERSITY | ||||||||
| CAMPUS BOX 3001 | WINGATE | NC | 28174 | 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 | |
| WOMEN OF THE SHOAH JEWISH PLACEMAKING | ||||||||
| 517 S ELM ST | GREENSBORO | NC | 27406 | N/A | PC | GRANT | $50,000 | |
| YWCA | ||||||||
| 1807 EAST WENDOVER AVE | GREENSBORO | NC | 27405 | N/A | PC | GRANT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,508,003 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUILFORD EDUCATION ALLIANCE | |||||||
| 311 POMONA DRIVE | GREENBORO | NC | 27407 | N/A | PC | GRANT | $75,000 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| 1175 REVOLUTION MILL DRIVE | GREENSBORO | NC | 27405 | N/A | PC | GRANT | $200,000 |
| CONE HEALTH | |||||||
| 1200 NORTH ELM STREET | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $32,500 |
| LYDIA'S PLACE | |||||||
| 114 FRANCIS ST | ASHEBORO | NC | 27403 | N/A | PC | GRANT | $125,000 |
| CHILDREN'S HOME SOCIETY | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | N/A | PC | GRANT | $75,000 |
| ZOO CITY SPORTSPLEX | |||||||
| 2981 ZOO PARKWAY | ASHEBORO | NC | 27205 | N/A | PC | GRANT | $200,000 |
| MOTIVATIONAL FOUNDATION | |||||||
| PO BOX 38083 | GREENSBORO | NC | 27438 | N/A | PC | GRANT | $150,000 |
| CROSSROADSPATHWAYS TO SUCCESS | |||||||
| 1106 TUSCALOOSA STREET | GREENSBORO | NC | 27406 | N/A | PC | GRANT | $17,500 |
| SHIFTED | |||||||
| 125 S ELM ST 500 | GREENSBORO | NC | 27401 | N/A | PC | GRANT | $2,500,000 |
| CAROLINA COLLEGE ADVISING CORPS | |||||||
| 5540 CENTERVIEW DRIVE STE 204 | RALEIGH | NC | 27606 | N/A | PC | GRANT | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,975,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $733 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $734,588 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $6 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $384 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$384 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,349 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,303 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,083,945 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,339 | 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 | $27,836 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,822,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,850,821 | 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 | $58,070 | Amt |
| Net Investment Income | $11,614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,456 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO FUNDS | BondNm |
| EOY Book Value | $2,974,250 | EOYBookValueAmt |
| EOYFMV | $2,974,250 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NORTH CAROLINA STOCK | $16,248 | $16,248 |
| VANGUARD DIVIDEND FUND | $13,085,535 | $13,085,535 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTWICK COMPOUND OFFSHORE LTD | FMV | $2,760,417 | $2,760,417 |
| CANYON DISTRESSED OPPORTUNITY FUND III | FMV | $980,729 | $980,729 |
| CANYON REALIZATION FUND | FMV | $2,923,932 | $2,923,932 |
| CASDIN PRIVATE GROWTH | FMV | $793,679 | $793,679 |
| CASDIN PRIVATE GROWTH EQUITY FUND II | FMV | $526,577 | $526,577 |
| DODGE AND COX | FMV | $1,951,239 | $1,951,239 |
| EDGEWOOD GROWTH FUND | FMV | $5,319,433 | $5,319,433 |
| GQG PARTNERS FUND | FMV | $788,750 | $788,750 |
| GS MEZZANINE V LP | FMV | $3,513 | $3,513 |
| GS WHITEHALL REAL ESTATE FUND | FMV | $13,386 | $13,386 |
| HARBINGER DISTRESSED DEBT FUNDS | FMV | $704 | $704 |
| INDUS SELECT FUND | FMV | $2,846,186 | $2,846,186 |
| KABOUTER INTERNATIONAL FUND | FMV | $1,051,891 | $1,051,891 |
| LEXINGTON PARTNERS | FMV | $1,721,122 | $1,721,122 |
| MAVERICK STABLE FUND | FMV | $3,399,581 | $3,399,581 |
| MORGAN STANLEY RE OFFSHORE GLOBAL FUND | FMV | $8,254 | $8,254 |
| NEON LIBERTY EMERGING MKTS | FMV | $441,048 | $441,048 |
| NEWPORT ASIA INSTITUTIONAL FUND | FMV | $1,979,748 | $1,979,748 |
| NUT TREE DOWNDOWN FUND | FMV | $906,735 | $906,735 |
| SELECT EQUITY OFFSHORE FUND | FMV | $1,547,753 | $1,547,753 |
| SHEARWATER OFFSHORE SECURITIES | FMV | $293,418 | $293,418 |
| SPYGLASS CAPITAL FUND | FMV | $994,421 | $994,421 |
| DAVIDSON KEMPER INTERNATIONAL | FMV | $946,561 | $946,561 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $254,717 | LegalFeesAmt |
| Net Investment Income | $254,397 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17,509 | EOYBookValueAmt |
| EOYFMV | $17,509 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $14,116 | $2,864 | $11,454 |
| INSURANCE | $25,728 | $5,146 | $20,582 |
| SANTA BARBARA ENVIRONMENTAL EXPENSE | $876,550 | $876,550 | $0 |
| DUES AND SUBSCRIPTIONS | $2,630 | $526 | $2,104 |
| SETTLEMENT LOSSES | $10,000,000 | $0 | $0 |
| ROU LEASE EXPENSE | $24,267 | $4,695 | $18,782 |
| UNREALIZED LOSSES | $17,195,419 | $0 | $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 | -$23,833 | $0 |
| WHITEHALL K-1 | $0 | -$4,952 | $0 |
| NORTH HAVEN K-1 | $0 | -$435 | $0 |
| KABOUTER K-1 | $0 | -$12,537 | $0 |
| LEXINGTON K-1 | $0 | $34,701 | $0 |
| LCP IX K-1 | $0 | -$480 | $0 |
| CASDIN GROWTH FUND K-1 | $0 | -$13,278 | $0 |
| CASDIN GROWTH FUND II K01 | $0 | -$11,120 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INCOME TAX PAYABLE | $27,730 | $0 |
| SETTLEMENT PAYABLE | $0 | $10,000,000 |
| LEASE PAYABLE | $0 | $98,823 |
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 | $125,175 | $125,175 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $53,798 | $0 | $0 |
| PAYROLL TAXES | $17,532 | $3,506 | $14,026 |