EDWARD M ARMFIELD SR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M ARMFIELD SR FOUNDATION INC (EIN 56-2156876)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349102825
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:31:53-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | D M J & CO 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 | 2020-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| 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 NO 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 | 2021-11-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY M WEST CPA | PreparerPersonNm |
| PTIN | P00452212 | PTIN |
| Phone | 3362759886 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,188,265 | 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 | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $621,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $622,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,548,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,968,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,658,618 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,500,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$107,225 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,669,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,174,572 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,399 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $82,725 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,545 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $66,180 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,482 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $497 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,985 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,801 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $84,161 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $640 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,607 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,428 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,340 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,726 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,583 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,917 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,666 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $639 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,557 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $429,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $412,901 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,070,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $736,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,435,928 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,311,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,506,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $736,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,609,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,163,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,437,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $875,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,732,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,732,171 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $97,285 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,046,632 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $97,285 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $97,285 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,636,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,677,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,677,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,927,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,479,525 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,479,525 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,418,676 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,184,429 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,184,429 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $56,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,496 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,095 | LandBOYAmt |
| Land EOY | $15,369 | LandEOYAmt |
| Land EOYFMV | $15,369 | LandEOYFMVAmt |
| Other Assets BOY | $97,888 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,022,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,188,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,188,265 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $92,253 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $79,254 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,925,111 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,557,901 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,626,062 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,831 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,643,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,651,986 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $54,379,389 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,536,279 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,379,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,536,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,022,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,188,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,379,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,163,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,993,099 | OtherIncreasesAmt |
| Subtotal | $59,536,279 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,536,279 | 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 | 2019-12-31 | 2020-12-31 | $2,300,000 | $1,390,017 | $909,983 | $909,983 |
| EMPIRE CAPITAL SHARES | P | 2012-01-01 | 2020-12-31 | $131,020 | $139,314 | -$8,294 | -$8,294 |
| NEON LIBERTY FUND | P | 2018-01-01 | 2020-12-31 | $2,145,554 | $1,628,536 | $517,018 | $517,018 |
| PEMCO FUNDS | P | 2012-01-01 | 2020-12-31 | $500,000 | $524,211 | -$24,211 | -$24,211 |
| SAPONA | P | 2012-01-01 | 2020-12-31 | $180,000 | $180,000 | $180,000 | |
| HOLOWESKO | P | 2012-01-01 | 2020-12-31 | $2,524,034 | $2,000,000 | $524,034 | $524,034 |
| GOLDMAN SACHS MAZZANINE FUND | P | 2020-01-01 | 2020-12-31 | $18,513 | $18,513 | $18,513 | |
| DW CATALYST | P | 2012-01-01 | 2020-12-31 | $642,361 | $620,910 | $21,451 | $21,451 |
| NEW PORT ASIA K-1 | P | 2019-12-31 | 2020-12-31 | $28,164 | $28,164 | $28,164 | |
| WHITEHALL K-1 | P | 2019-12-31 | 2020-12-31 | $6,762 | -$6,762 | -$6,762 | |
| KABOUTER K-1 | P | 2019-12-31 | 2020-12-31 | $12,679 | $12,679 | $12,679 | |
| LEXINGTON CAPITAL K-1 | P | 2019-12-31 | 2020-12-31 | $58,458 | $58,458 | $58,458 | |
| LCP IX K-1 | P | 2019-12-31 | 2020-12-31 | $412 | $412 | $412 | |
| CAPITAL GAINS DIVIDENDS | P | $427,173 | $427,173 | $427,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,658,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,056 | 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 | $19,056 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $365 | EsPenaltyAmt |
| Tax Due | $15,196 | TaxDueAmt |
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 | $5,000 | $0 | $0 |
| BEDFORD CANNON | ||||||||
| 140 EAST WATER STREET | STATESVILLE | NC | 28677 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| PHIFER CRUTE | ||||||||
| 1327 TORREY PINE ROAD | 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 | $136,137 | $5,862 | $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 | $82,725 | CompensationAmt |
| Employee Benefits | $2,482 | 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 | $247,946 |
| GEOSYNTEC CONSULTANTS | |||||
| 924 ANACAPA STREET STE 4A | SANTA BARBARA | CA | 93101 | ENVIRONMENTAL CLEAN UP SERVICES | $160,781 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET | DENVER | CO | 80202 | ASSET MANAGEMENT CONSULTANT | $156,250 |
| DAVIS WRIGHT TREM LLP | |||||
| 505 MONTGOMERY ST STE 800 | SAN FRANCISCO | CA | 94111 | LEGAL | $76,962 |
| DMJ & CO PLLC | |||||
| 703 GREEN VALLEY RD - STE 201 | GREENSBORO | NC | 27408 | ACCOUNTING | $58,035 |
| 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 | $15,230,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,630,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,158,448 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,019,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,019,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $960,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,059,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,152,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,152,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,887 | TotalTaxAmt |
| Distributable Before Adj | $3,119,068 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,119,068 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,119,068 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,609,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,609,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,609,432 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,119,068 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,802,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,609,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,802,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,806,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,312,139 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION GREENSBORO | |||||||
| 122 N ELM ST SUITE 110 | GREENSBORO | NC | 27401 | N/A | PC | GRANTS | $25,000 |
| ALLEGHANY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | N/A | PC | GRANTS | $50,000 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32059 | BOONE | NC | 28608 | N/A | PC | SCHOLARSHIPS | $137,900 |
| ARMFIELD CIVIC CENTER | |||||||
| 873 W 52 BYPASS | PILOT MOUNTAIN | NC | 27041 | N/A | PC | GRANTS | $132,000 |
| BARTON COLLEGE | |||||||
| PO BOX 5000 | WILSON | NC | 27893 | N/A | PC | SCHOLARSHIPS | $3,000 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97048 | WACO | TX | 76798 | N/A | PC | SCHOLARSHIPS | $750 |
| BELMONT ABBEY COLLEGE | |||||||
| 100 BELMONT-MT HOLLY RD | BELMONT | NC | 28012 | N/A | PC | SCHOLARSHIPS | $9,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 502 HICKORY RIDGE DR | GREENSBORO | NC | 27409 | N/A | PC | SCHOLARSHIPS | $150,000 |
| BRIGHAM-YOUNG UNIVERSITY-UT | |||||||
| A-41 ABRAHAM SMOOT BLDG | PROVO | UT | 84602 | N/A | PC | SCHOLARSHIPS | $14,000 |
| CAMPBELL UNIVERSITY | |||||||
| PO BOX 70 | BUIES CREEK | NC | 25060 | N/A | PC | SCHOLARSHIPS | $7,000 |
| CANTERBURY SCHOOL | |||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 27455 | N/A | PC | GRANTS | $140,000 |
| CATAWBA COLLEGE | |||||||
| 2300 WEST INNES ST | SALISBURY | NC | 28144 | N/A | PC | SCHOLARSHIPS | $12,300 |
| CENTER FOR CREATIVE LEADERSHIP (SURRY COUNTY) | |||||||
| ONE LEADERSHIP PLACE | GREENSBORO | NC | 27410 | N/A | PC | GRANTS | $80,000 |
| CITY OF ASHEBORO | |||||||
| PO BOX 1106 | ASHEBORO | NC | 27204 | N/A | GOV | GRANTS | $80,000 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL BOX 345124 | CLEMSON | SC | 29634 | N/A | PC | SCHOLARSHIPS | $7,500 |
| COMMUNITIES IN SCHOOLS | |||||||
| PO BOX 1347 | GREENSBORO | NC | 27402 | N/A | PC | GRANTS | $90,750 |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST SUITE 130 | GREENSBORO | NC | 27401 | N/A | PC | GRANTS | $100,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90035 | DURHAM | NC | 27708 | N/A | PC | SCHOLARSHIPS | $1,000 |
| EAST CAROLINA UNIVERSITY | |||||||
| SPILMAN BUILDING | GREENVILLE | NC | 27858 | N/A | PC | SCHOLARSHIPS | $5,000 |
| EASTERN MENNONITE UNIVERSITY | |||||||
| 1200 PARK ROAD | HARRISONBURG | VA | 22802 | N/A | PC | SCHOLARSHIPS | $1,000 |
| ELKIN CITY SCHOOLS | |||||||
| 202 WEST SPRING ST | ELKIN | NC | 28621 | N/A | PC | GRANTS | $47,491 |
| ELON UNIVERSITY | |||||||
| CAMPUS BOX 2700 | ELON | NC | 27244 | N/A | PC | SCHOLARSHIPS | $15,000 |
| FAMILY SERVICE OF THE PIEDMONT | |||||||
| 315 E WASHINGTON ST | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIPS | $6,500 |
| FERRUM COLLEGE | |||||||
| PO BOX 1000 | FERRUM | VA | 24088 | N/A | PC | SCHOLARSHIPS | $5,000 |
| GARDNER-WEBB UNIVERSITY | |||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | N/A | PC | SCHOLARSHIPS | $15,641 |
| GREEN HILL CENTER FOR ART | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIPS | $25,000 |
| GREENSBORO BOUND | |||||||
| PO BOX 5256 | GREENSBORO | NC | 27435 | N/A | PC | GRANTS | $30,000 |
| THE ROTARY CLUB OF GREENSBORO | |||||||
| 330 SOUTH GREENE STREET SUITE 304 | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIPS | $10,000 |
| GREENSBORO COLLEGE | |||||||
| 815 WEST MARKET STREET | GREENSBORO | NC | 27401 | N/A | PC | SCHOLARSHIPS | $14,000 |
| GUILFORD COLLEGE | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | SCHOLARSHIPS | $10,000 |
| GUILFORD COLLEGE | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | GRANTS | $200,000 |
| GUILFORD COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 500 WEST FRIENDLY AVE SUITE 100 | GREENSBORO | NC | 27403 | N/A | PC | GRANTS | $50,000 |
| GUILFORD EDUCATION ALLIANCE | |||||||
| 311 POMONA DR | GREENSBORO | NC | 27407 | N/A | PC | GRANTS | $125,000 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | N/A | PC | SCHOLARSHIPS | $10,000 |
| JOHNSON AND WALES UNIVERSITY | |||||||
| 801 WEST TRADE STREET | CHARLOTTE | NC | 28202 | N/A | PC | SCHOLARSHIPS | $10,000 |
| LEE UNIVERSITY | |||||||
| 1120 N OCOEE STREET | CLEVELAND | TN | 27590 | N/A | PC | SCHOLARSHIPS | $10,000 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | N/A | PC | SCHOLARSHIPS | $5,000 |
| LENIOR-RHYNE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | N/A | PC | SCHOLARSHIPS | $24,500 |
| LONGWOOD UNIVERSITY | |||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | N/A | PC | SCHOLARSHIPS | $9,000 |
| MARS HILL UNIVERSITY | |||||||
| PO BOX 370 | MARS HILL | NC | 28754 | N/A | PC | SCHOLARSHIPS | $1,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVENUE | CHATTANOOGA | TN | 37404 | N/A | PC | GRANTS | $100,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | N/A | PC | SCHOLARSHIPS | $7,500 |
| METHODIST UNIVERSITY | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 28311 | N/A | PC | SCHOLARSHIPS | $10,000 |
| MONTREAT COLLEGE | |||||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | N/A | PC | SCHOLARSHIPS | $5,500 |
| MT AIRY CITY SCHOOLS | |||||||
| PO DRAWER 710 | MT AIRY | NC | 27030 | N/A | PC | GRANTS | $49,324 |
| NC TEXTILE FOUNDATION | |||||||
| 1020 MAIN CAMPUS DR | RALEIGH | NC | 27606 | N/A | PC | GRANTS | $100,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| BOX 7302 / 2005 HARRIS HALL | RALEIGH | NC | 27695 | N/A | PC | SCHOLARSHIPS | $66,000 |
| OLD DOMINION UNIVERSITY | |||||||
| 121 ALFRED B ROLLINS JR HALL | NORFOLK | VA | 23529 | N/A | PC | SCHOLARSHIPS | $5,000 |
| OPERATION XCEL | |||||||
| 2200 ONTARIO ST | GREENSBORO | NC | 27403 | N/A | PC | GRANTS | $50,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | N/A | PC | SCHOLARSHIPS | $5,000 |
| PRESBYTERIAN COLLEGE SCHOOL OF PHARMACY | |||||||
| PO BOX 493 | CLINTON | SC | 29325 | N/A | PC | SCHOLARSHIPS | $5,000 |
| RANDOLPH ASHEBORO YMCA | |||||||
| 343 NC HWY 42 N | ASHBORO | NC | 27203 | N/A | PC | GRANTS | $50,000 |
| SALEM COLLEGE | |||||||
| 601 S CHURCH STREET | WINSTONSALEM | NC | 27101 | N/A | PC | SCHOLARSHIPS | $13,000 |
| SALVATION ARMY OF SURRY COUNTY | |||||||
| PO BOX 443 | MT AIRY | NC | 27030 | N/A | PC | GRANTS | $10,000 |
| SECOND HARVEST | |||||||
| 2517 PHILLIPS AVE | GREENSBORO | NC | 27405 | N/A | PC | GRANTS | $100,000 |
| STANFORD UNIVERSITY | |||||||
| 355 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | SCHOLARSHIPS | $6,000 |
| SURRY CHILDREN'S CENTER | |||||||
| 2000 PRISON CAMP RD | DOBSON | NC | 27017 | N/A | PC | GRANTS | $50,000 |
| TEACH FOR AMERICA | |||||||
| 5855 EXECUTIVE CENTER SUITE 200 | CHARLOTTE | NC | 28212 | N/A | PC | GRANTS | $25,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 525 FELLOWSHIP ROAD | WASHINGTON | DC | 27752 | N/A | PC | SCHOLARSHIPS | $10,000 |
| UNC CHAPEL HILL CAROLINA COLLEGE ADVISING PROGRAM | |||||||
| 206 W FRANKLIN ST SUITE 100 | CHAPEL HILL | NC | 27599 | N/A | PC | GRANTS | $170,000 |
| UNC GREENSBORO | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | N/A | PC | GRANTS | $265,000 |
| UNITED ARTS COUNCIL | |||||||
| 200 N DAVIE ST SUITE 201 | GREENSBORO | NC | 27401 | N/A | PC | GRANTS | $10,000 |
| UNITED FUND OF SURRY | |||||||
| 37 MOORE AVE | MT AIRY | NC | 27030 | N/A | PC | GRANTS | $50,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | N/A | PC | GRANTS | $100,000 |
| UNIVERSITY OF NORTH CAROLINA-ASHEVILLE | |||||||
| CPO 2230 | ASHEVILLE | NC | 28804 | N/A | PC | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL | |||||||
| 103 BYRUM HALL | CHAPEL HILL | NC | 27599 | N/A | PC | SCHOLARSHIPS | $126,533 |
| UNIVERSITY OF NORTH CAROLINA-CHARLOTTE | |||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | N/A | PC | SCHOLARSHIPS | $63,400 |
| UNIVERSITY OF NORTH CAROLINA-GREENSBORO | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | N/A | PC | SCHOLARSHIPS | $16,000 |
| UNIVERSITY OF NORTH CAROLINA-WILMINGTON | |||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | N/A | PC | SCHOLARSHIPS | $26,500 |
| UNIVERSITY OF TENNESSEE | |||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | N/A | PC | SCHOLARSHIPS | $12,500 |
| VIRGINIA MILLITARY INSTITUTE | |||||||
| STUDENT ACCOUNTING OFFICE | LEXINGTON | VA | 24450 | N/A | PC | SCHOLARSHIPS | $10,000 |
| VIRGINIA TECH UNIVERSITY | |||||||
| 800 WASHINGTON STREET SW | BLACKSBURG | VA | 24061 | N/A | PC | SCHOLARSHIPS | $15,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | N/A | PC | SCHOLARSHIPS | $4,500 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6004 | MORGANTOWN | WV | 26506 | N/A | PC | SCHOLARSHIPS | $12,500 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| HFR ADMINISTRATION BUILDING | CULLOWHEE | NC | 28723 | N/A | PC | SCHOLARSHIPS | $42,250 |
| WINGATE UNIVERSITY | |||||||
| CAMPUS BOX 3001 | WINGATE | NC | 28174 | N/A | PC | SCHOLARSHIPS | $20,000 |
| YWCA | |||||||
| 1807 WENDOVER AVE E | GREENSBORO | NC | 27405 | N/A | PC | GRANTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,311,339 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAVIDSON COLLEGE | |||||||
| BOX 7157 | DAVIDSON | NC | 28035 | N/A | PC | GRANTS | $1,000,000 |
| SALEM COLLEGE | |||||||
| 601 S CHURCH STREET | WINSTONSALEM | NC | 27101 | N/A | PC | GRANTS | $500,000 |
| GUILFORD COLLEGE CHESS | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | GRANTS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,650,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNFUNDED PLEDGE COMMITMENT | Desc |
| Related Or Exempt Function Incm | $2,500,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,210 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $615,071 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$117 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $286 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $43,939 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,504,461 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$31,814 | 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 | $18,505 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,151,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,500,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,669,903 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT IN STATE BONDS FOR CONSISTENT INCOME TO FUND SCHOLARSHIPS | RelationshipStatementTxt |
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 | $58,035 | Amt |
| Net Investment Income | $11,607 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,428 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO FUNDS | BondNm |
| EOY Book Value | $2,479,525 | EOYBookValueAmt |
| EOYFMV | $2,479,525 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NORTH CAROLINA STOCK | $14,305 | $14,305 |
| VANGUARD DIVIDEND FUND | $13,663,181 | $13,663,181 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS MEZZANINE V LP | FMV | $16,756 | $16,756 |
| HARBINGER DISTRESSED DEBT FUNDS | FMV | $11,501 | $11,501 |
| NEON LIBERTY EMERGING MKTS | FMV | $4,073,818 | $4,073,818 |
| MAVERICK STABLE FUND | FMV | $7,941,125 | $7,941,125 |
| INDUS ASIA PACIFIC FUND II | FMV | $147,753 | $147,753 |
| NEWPORT ASIA INSTITUTIONAL FUND | FMV | $2,486,883 | $2,486,883 |
| DODGE AND COX | FMV | $1,885,328 | $1,885,328 |
| NEUBERGER BERMAN GREATER CHINA FUND | FMV | $1,808,109 | $1,808,109 |
| EDGEWOOD GROWTH FUND | FMV | $7,801,455 | $7,801,455 |
| CANYON REALIZATION FUND | FMV | $3,238,922 | $3,238,922 |
| MORGAN STANLEY RE OFFSHORE GLOBAL FUND | FMV | $65,322 | $65,322 |
| GS WHITEHALL REAL ESTATE FUND | FMV | $22,901 | $22,901 |
| SHEARWATER OFFSHORE SECURITIES | FMV | $2,426,921 | $2,426,921 |
| BOSTWICK COMPOUND OFFSHORE LTD | FMV | $4,321,111 | $4,321,111 |
| CANYON DISTRESSED OPPORTUNITY FUND | FMV | $357,502 | $357,502 |
| KABOUTER INTERNATIONAL FUND | FMV | $1,843,960 | $1,843,960 |
| SELECT EQUITY OFFSHORE FUND | FMV | $1,486,358 | $1,486,358 |
| LEXINGTON PARTNERS | FMV | $528,875 | $528,875 |
| CANYON DISTRESSED OPPORTUNITY FUND III | FMV | $418,673 | $418,673 |
| SPYGLASS CAPITAL FUND | FMV | $1,093,576 | $1,093,576 |
| GQG PARTNERS FUND | FMV | $1,021,186 | $1,021,186 |
| INDUS SELECT FUND | FMV | $3,111,121 | $3,111,121 |
| CASDIN PRIVATE GROWTH | FMV | $298,907 | $298,907 |
| NUT TREE DOWNDOWN FUND | FMV | $776,366 | $776,366 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84,801 | LegalFeesAmt |
| Net Investment Income | $84,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $640 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAPONA MFG CO | $90,832 | $0 | $0 |
| INCOME TAX RECEIVABLE | $7,056 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $9,500 | $1,900 | $7,600 |
| INSURANCE | $9,692 | $1,938 | $7,754 |
| SANTA BARBARA ENVIRONMENTAL EXPENSE | $408,727 | $408,727 | $0 |
| DUES AND SUBSCRIPTIONS | $1,680 | $336 | $1,344 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DW CATALYST K-1 | $0 | -$719 | $0 |
| NEWPORT ASIA K-1 | $0 | -$22,266 | $0 |
| WHITEHALL K-1 | $0 | -$4,620 | $0 |
| NORTH HAVEN K-1 | $0 | -$645 | $0 |
| KABOUTER K-1 | $0 | -$18,484 | $0 |
| LEXINGTON K-1 | $0 | -$59,570 | $0 |
| LCP IX K-1 | $0 | -$924 | $0 |
| OTHER INCOME | $0 | $3 | $0 |
| UNFUNDED PLEDGE COMMITMENT | $2,500,000 | $2,500,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $3,993,099 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CAPITAL CONTRIBUTION PAYABLE | $1,626,062 | $0 |
| INCOME TAX PAYABLE | $0 | $14,831 |
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 | $165,065 | $165,065 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $35,048 | $0 | $0 |
| PAYROLL TAXES | $16,675 | $3,335 | $13,340 |
| FOREIGN INVESTMENT TAXES | $0 | $4,366 | $0 |