EDWARD M ARMFIELD SR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M ARMFIELD SR FOUNDATION INC (EIN 56-2156876)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349102314
- Schema version
- 2018v3.1
- 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 Decreases 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 | 2019-11-13T14:51:07-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACY M WEST CPA | PreparerPersonNm |
| PTIN | P00452212 | PTIN |
| Phone | 3362759886 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.46.138.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 11:08:03 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E3269DAAFDCF3C56137FE491A5BA17C8B4CEC1CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B59CA8371C5201FB72F30D5AC9C0C973D5B027E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,069,159 | 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 | $1,210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,588,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,358,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $861,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,928,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,075,463 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$36,393 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,451,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,399,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $162,849 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,570 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,279 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,624 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,725 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,899 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,230 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $446 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,784 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,554 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,872 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,682 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,318 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,272 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,059 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,019 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,661 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,058 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,627 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,725 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,902 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,998 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $400 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,598 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $320,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301,533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,509 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $925,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $562,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $336,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,323,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,136,898 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,248,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $562,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,473,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,797,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,836,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,239,851 | CashBOYAmt |
| Cash EOY | $172,139 | CashEOYAmt |
| Cash EOYFMV | $172,139 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,725,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,865 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $826 | AcctRcvblAmt |
| Acct Rcvbl BOY | $585 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $826 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $826 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $12,919,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,933,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,933,473 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,299,130 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,850,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,850,017 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,272,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,531,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,531,638 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $56,865 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,179 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $33,939 | LandBOYAmt |
| Land EOY | $26,686 | LandEOYAmt |
| Land EOYFMV | $26,686 | LandEOYFMVAmt |
| Other Assets BOY | $217,830 | OtherAssetsBOYAmt |
| Other Assets EOY | $155,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $155,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,708,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,069,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,069,159 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,671 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $55,360 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,587,655 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,772,826 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,750,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,620,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,578,186 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $58,088,203 | UnrestrictedBOYAmt |
| Unrestricted EOY | $51,490,973 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,088,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,490,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,708,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,069,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,088,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,797,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,291,181 | SubtotalAmt |
| Other Decreases | $4,800,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,490,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PIMCO FUNDS | 2016-01-01 | 2018-12-18 | $500,000 | $503,554 | -$3,554 | -$3,554 | |
| EMPIRE CAPITAL SHARES | 2016-01-01 | 2018-08-15 | $1,000,000 | $349,215 | $650,785 | $650,785 | |
| GOLDMAN SACHS - M FUND | 2015-01-01 | 2018-12-31 | $35,942 | $35,942 | $35,942 | P | |
| DW CATALYST K-1 | 2015-01-01 | 2018-06-30 | $22,371 | $22,371 | $22,371 | P | |
| NEWPORT ASIA K-1 | 2015-01-01 | 2018-06-30 | $92,752 | $92,752 | $92,752 | P | |
| WHITEHALL K-1 | 2015-01-01 | 2018-06-30 | $85,034 | $85,034 | $85,034 | P | |
| CAPITAL GAINS DIVIDENDS | $192,133 | $192,133 | $192,133 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,075,463 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,001,952 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $60,686,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049467 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,193,059 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $58,682,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,250,096 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,265,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053050 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,970,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $65,082,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045643 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,867,559 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $61,450,837 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046664 | DistributionYr5Rt |
| Total Distribution | 0.249236 | TotalDistributionRt |
| Average Distribution | 0.049847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,399,578 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,010,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,029,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,473,684 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,715 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,346 | OverpaymentAmt |
| Applied To ES Tax | $15,346 | 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 - STE 130 | 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 | $6,000 | $0 | $0 |
| BEDFORD CANNON | ||||||||
| 140 EAST WATER STREET | STATESVILLE | NC | 28677 | DIRECTOR | 2.00 | $5,000 | $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 | $135,935 | $3,914 | $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 | $78,624 | CompensationAmt |
| Employee Benefits | $2,229 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GEOSYNTEC CONSULTANTS | |||||
| 924 ANACAPA STREET - STE 4A | SANTA BARBARA | CA | 93101 | ENVIRONMENTAL CLEAN UP SERVICES | $157,062 |
| ESSENTIAL MANAGEMENT | |||||
| 824 NEVILLE LN | GOLDEN | CO | 80401 | ENVIRONMENTAL CLEAN UP SERVICES | $128,399 |
| 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 | $56,590 |
| 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 | $16,704,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,899,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,714,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,319,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,319,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $919,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,399,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,019,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,019,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,369 | TotalTaxAmt |
| Distributable Before Adj | $3,001,610 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,001,610 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,001,610 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,473,684 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,473,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,455,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,001,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,473,591 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,473,684 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,473,591 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000,093 | 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 | $2,001,517 | 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 (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST SUITE 130 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $685,000 |
| UNC GREENSBORO | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | NONE | PC | GENERAL SUPPORT | $240,000 |
| DAVIDSON COLLEGE | |||||||
| BOX 7157 | DAVIDSON | NC | 28035 | NONE | PC | GENERAL SUPPORT | $200,000 |
| UNC CHAPEL HILL - CAROLINA COLLEGE ADVISING CORPS | |||||||
| 206 W FRANKLIN ST SUITE 100 | CHAPEL HILL | NC | 27599 | NONE | PC | GENERAL SUPPORT | $200,000 |
| CENTER FOR CREATIVE LEADERSHIP | |||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | NONE | PC | GENERAL SUPPORT | $150,000 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32059 THOMAS HALL | BOONE | NC | 28608 | NONE | PC | SCHOLARSHIPS | $119,000 |
| UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL | |||||||
| 103 BYNUM HALL | CHAPEL HILL | NC | 27599 | NONE | PC | SCHOLARSHIPS | $117,250 |
| CANTERBURY SCHOOL | |||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 27455 | NONE | PC | GENERAL SUPPORT | $100,000 |
| SALVATION ARMYBOYS AND GIRLS CLUB | |||||||
| PO BOX 443 | MT AIRY | NC | 27030 | NONE | PC | GENERAL SUPPORT | $100,000 |
| UNIVERSITY OF NORTH CAROLINA-CHARLOTTE | |||||||
| 9201 UNIVERSITY BLVD | CHARLOTTE | NC | 28223 | NONE | PC | SCHOLARSHIPS | $86,650 |
| CITY OF ASHEBORO | |||||||
| PO BOX 1106 | ASHEBORO | NC | 27204 | NONE | GOV | GENERAL SUPPORT | $80,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| BOX 7302 / 2005 HARRIS HALL | RALEIGH | NC | 27607 | NONE | PC | SCHOLARSHIPS | $77,650 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | GENERAL SUPPORT | $65,000 |
| COMMUNITIES IN SCHOOLS OR GREATER GREENSBORO | |||||||
| PO BOX 1347 | GREENSBORO | NC | 27402 | NONE | PC | GENERAL SUPPORT | $64,921 |
| TREES NC | |||||||
| PO BOX 1567 | ASHEBORO | NC | 27204 | NONE | PC | GENERAL SUPPORT | $60,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | NONE | PC | SCHOLARSHIPS | $50,400 |
| ALLEGHANY MEMORIAL HOSPITAL FOUNDATION | |||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | NONE | PC | GENERAL SUPPORT | $50,000 |
| GUILFORD COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 500 WEST FRIENDLY AVE SUITE 100 | GREENSBORO | NC | 27403 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ELKIN CITY SCHOOLS | |||||||
| 202 WEST SPRING ST | ELKIN | NC | 28621 | NONE | GOV | GENERAL SUPPORT | $44,837 |
| MT AIRY CITY SCHOOLS | |||||||
| PO DRAWER 710 | MT AIRY | NC | 27030 | NONE | GOV | GENERAL SUPPORT | $41,800 |
| SALEM COLLEGE | |||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | NONE | PC | SCHOLARSHIPS | $37,600 |
| GREEENSBORO LITERARY ORGANIZATION | |||||||
| 304 S ELM ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $35,000 |
| UNIVERSITY OF NORTH CAROLINA-GREENSBORO | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | NONE | PC | SCHOLARSHIPS | $31,900 |
| GARDNER-WEBB UNIVERSITY | |||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | PC | SCHOLARSHIPS | $28,000 |
| UNIVERSITY OF NORTH CAROLINA-ASHEVILLE | |||||||
| CPO 2230 | ASHEVILLE | NC | 28804 | NONE | PC | SCHOLARSHIPS | $25,500 |
| NORTHERN SURRY FOUNDATION FOR BETTER HEALTH | |||||||
| PO BOX 1101 | MT AIRY | NC | 27030 | NONE | PC | GENERAL SUPPORT | $25,000 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| HFR ADMINISTRATION BUILDING | CULLOWHEE | NC | 28723 | NONE | PC | SCHOLARSHIPS | $24,250 |
| VIRGINIA MILLITARY INSTITUTE | |||||||
| STUDENT ACCOUNTING OFFICE | LEXINGTON | VA | 24450 | NONE | PC | SCHOLARSHIPS | $22,500 |
| BRIGHAM-YOUNG UNIVERSITY-UT | |||||||
| A-41 ABRAHAM SMOOT BLDG | PROVO | UT | 84602 | NONE | PC | SCHOLARSHIPS | $21,750 |
| GUILFORD COLLEGE | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | NONE | PC | SCHOLARSHIPS | $20,000 |
| HOSPICE AND PALLIATIVE CARE OF GREENSBORO | |||||||
| 500 SUMMIT AVE | GREENSBORO | NC | 27405 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WINGATE UNIVERSITY | |||||||
| CAMPUS BOX 3001 | WINGATE | NC | 28174 | NONE | PC | SCHOLARSHIPS | $19,000 |
| GUILFORD EDUCATION ALLIANCE | |||||||
| 902 BONNER DR | JAMESTOWN | NC | 27282 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL BOX 345124 | CLEMSON | SC | 29634 | NONE | PC | SCHOLARSHIPS | $14,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | NONE | PC | SCHOLARSHIPS | $12,500 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST STREET NW | WASHINGTON | DC | 27752 | NONE | PC | SCHOLARSHIPS | $12,500 |
| UNVERSITY OF NORTH CAROLINA-WILMINGTON | |||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | PC | SCHOLARSHIPS | $12,040 |
| LENIOR-RHYNE COLLEGE | |||||||
| CAMPUS BOX 7419 | HICKORY | NC | 28603 | NONE | PC | SCHOLARSHIPS | $12,000 |
| EMORY & HENRY COLLEGE | |||||||
| PO BOX 10 | EMORY | VA | 24327 | NONE | PC | SCHOLARSHIPS | $10,000 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | NONE | PC | SCHOLARSHIPS | $10,000 |
| METHODIST COLLEGE | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 28311 | NONE | PC | SCHOLARSHIPS | $10,000 |
| WINSTON SALEM STATE UNIVERSITY | |||||||
| 601 MLK JR DRIVE | WINSTON SALEM | NC | 27110 | NONE | PC | SCHOLARSHIPS | $10,000 |
| HOLY TRINITY EPISCOPAL CHURCH | |||||||
| 607 N GREENE ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SALVATION ARMY OF SURRY COUNTY | |||||||
| PO BOX 443 | MT AIRY | NC | 27030 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE ROTARY CAROUSEL LLC | |||||||
| 330 S GREEN ST SUITE 304 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CATAWBA COLLEGE | |||||||
| 2300 WEST INNES ST | SALISBURY | NC | 28144 | NONE | PC | SCHOLARSHIPS | $9,800 |
| LONGWOOD UNIVERSITY | |||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | NONE | PC | SCHOLARSHIPS | $9,000 |
| UNIVERSITY OF TENNESSEE | |||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | NONE | PC | SCHOLARSHIPS | $9,000 |
| CAMPBELL UNIVERSITY | |||||||
| PO BOX 70 | BUIES CREEK | NC | 25060 | NONE | PC | SCHOLARSHIPS | $7,000 |
| EAST CAROLINA UNIVERSITY | |||||||
| SPILMAN BUILDING | GREENVILLE | NC | 27858 | NONE | PC | SCHOLARSHIPS | $7,000 |
| BELMONT ABBEY COLLEGE | |||||||
| 100 BELONT-MT HOLLY RD | BELMONT | NC | 28012 | NONE | PC | SCHOLARSHIPS | $5,000 |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 600 S CLYDE MORRIS BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC | SCHOLARSHIPS | $5,000 |
| FERRUM COLLEGE | |||||||
| PO BOX 1000 | FERRUM | VA | 24088 | NONE | PC | SCHOLARSHIPS | $5,000 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 38604 | NONE | PC | SCHOLARSHIPS | $5,000 |
| MONTREAT COLLEGE | |||||||
| 310 GAITHER CIRCLE | MONTREAT | NC | 28757 | NONE | PC | SCHOLARSHIPS | $5,000 |
| PRESBYTERIAN COLLEGE SCHOOL OF PHARMACY | |||||||
| PO BOX 493 | CLINTON | SC | 29325 | NONE | PC | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF NORTH CAROLINA-PEMBROKE | |||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | NONE | PC | SCHOLARSHIPS | $5,000 |
| WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6004 | MORGANTOWN | WV | 26506 | NONE | PC | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | SCHOLARSHIPS | $4,300 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90035 | DURHAM | NC | 27708 | NONE | PC | SCHOLARSHIPS | $4,000 |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | NONE | PC | SCHOLARSHIPS | $2,500 |
| RADFORD UNIVERSITY | |||||||
| PO BOX 5922 | RADFORD | VA | 24142 | NONE | PC | SCHOLARSHIPS | $2,500 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||||
| PO BOX 3146 | SAVANNAH | GA | 31402 | NONE | PC | SCHOLARSHIPS | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,136,898 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF ASHEBORO - ZOO CITY SPORTS | |||||||
| PO BOX 1106 | ASHEBORO | NC | 27204 | NONE | GOV | GENERAL SUPPORTGENERAL SUPPORT | $320,000 |
| THE ROTARY CAROUSEL LLC | |||||||
| 330 S GREEN ST SUITE 304 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MCCALLIE SCHOOL | |||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | SCHOLARSHIPS | $500,000 |
| UNC GREENSBORO - SCHOLARSHIP SUPPORT | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | NONE | PC | SCHOLARSHIPS | $480,000 |
| UNC GREENSBORO - CLASSROOM RENOVATIONS | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | NONE | PC | GENERAL SUPPORT | $480,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,820,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,210 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $412 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,588,542 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $74,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $786,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $75,165 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,376,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,451,338 | 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 | $56,590 | Amt |
| Net Investment Income | $11,318 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,272 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO FUNDS | BondNm |
| EOY Book Value | $2,850,017 | EOYBookValueAmt |
| EOYFMV | $2,850,017 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NORTH CAROLINA STOCK | $20,451 | $20,451 |
| VANGUARD DIVIDEND FUND | $12,913,022 | $12,913,022 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS MEZZANINE V LP | FMV | $23,239 | $23,239 |
| HARBINGER DISTRESSED DEBT FUNDS | FMV | $74,253 | $74,253 |
| NEON LIBERTY EMERGING MKTS | FMV | $6,265,270 | $6,265,270 |
| MAVERICK STABLE FUND | FMV | $6,374,641 | $6,374,641 |
| INDUS ASIA PACIFIC FUND | FMV | $2,386,040 | $2,386,040 |
| HOLOWESKO GROBAL FUND | FMV | $2,836,990 | $2,836,990 |
| NEWPORT ASIA INSTITUTIONAL FUND | FMV | $1,630,527 | $1,630,527 |
| DODGE AND COX | FMV | $1,504,028 | $1,504,028 |
| NEUBERGER BERMAN GREATER CHINA FUND | FMV | $1,699,428 | $1,699,428 |
| EDGEWOOD GROWTH FUND | FMV | $4,487,996 | $4,487,996 |
| CANYON REALIZATION FUND | FMV | $3,048,723 | $3,048,723 |
| BREVAN HOWARD FUND | FMV | $2,872,879 | $2,872,879 |
| MORGAN STANLEY RE OFFSHORE GLOBAL FUND | FMV | $128,381 | $128,381 |
| GS WHITEHALL REAL ESTATE FUND | FMV | $226,732 | $226,732 |
| SHEARWATER OFFSHORE SECURITIES | FMV | $1,802,906 | $1,802,906 |
| BOSTWICK COMPOUND OFFSHORE LTD | FMV | $2,432,299 | $2,432,299 |
| CANYON DISTRESSED OPPORTUNITY FUND | FMV | $583,264 | $583,264 |
| KABOUTER INTERNATIONAL FUND | FMV | $1,393,572 | $1,393,572 |
| SELECT EQUITY OFFSHORE FUND | FMV | $959,051 | $959,051 |
| LEXINGTON PARTNERS | FMV | $1,801,419 | $1,801,419 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,554 | LegalFeesAmt |
| Net Investment Income | $42,872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,682 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAPONA MFG CO | $184,115 | $140,169 | $140,169 |
| INCOME TAX RECEIVABLE | $33,715 | $15,346 | $15,346 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $4,800,208 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $9,501 | $1,900 | $7,601 |
| INSURANCE | $9,898 | $1,980 | $7,918 |
| SANTA BARBARA ENVIRONMENTAL EXPENSE | $296,906 | $296,906 | $0 |
| DUES AND SUBSCRIPTIONS | $3,737 | $747 | $2,990 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WHITEHALL PARALLEL GLOBAL UBI | $0 | ||
| LEXINGTON K-1 | $0 | ||
| LCP IX K-1 | $0 | ||
| DW CATALYST K-1 | $16,648 | $0 | $0 |
| NEWPORT ASIA K-1 | -$20,568 | $0 | $0 |
| WHITEHALL K-1 | -$14,595 | $0 | $0 |
| NORTH HAVEN K-1 | -$174 | $0 | $0 |
| KABOUTER K-1 | -$17,704 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL CONTRIBUTION PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,750,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $250 | $50 | $200 |
| CONTRACT SERVICES | $50,000 | $10,000 | $40,000 |
| INVESTMENT MANAGEMENT | $135,219 | $135,009 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $20,193 | $200 | $0 |
| PAYROLL TAXES | $15,826 | $3,165 | $12,661 |
| FOREIGN INVESTMENT TAXES | $0 | $4,182 | $0 |