THE RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE RAMSAY FAMILY FOUNDATION (EIN 56-2126602)
- Tax period
- 2018-02-01 to 2019-01-31
- Filed
- 2019-06-12
- IRS object ID
- 201931639349100218
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-12T14:30:54-05:00 | ReturnTs |
| Tax Period End | 2019-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562126602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAMSAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 3366255964 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 LEXINGTON COMMONS DRIVE | AddressLine1Txt |
| City | ASHEBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIUS M RAMSAY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3366255964 | PhoneNum |
| Signature | 2019-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REGINA PETRANGELI | PreparerPersonNm |
| PTIN | P01330458 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2019-06-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.198.32.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-10 | IPDt |
| IP Tm | 15:36:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 466B5C0F2A48B81AC55927B28DD66E8EF90F0152 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4AF2EEF9937474DBA1F9B3DE4195FF0EBAC65C23 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $325,612 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,314 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,832 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $96,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,264 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,264 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $186,943 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $188,675 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $230,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,673 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $327,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $327,784 | UnrestrictedBOYAmt |
| Unrestricted EOY | $317,409 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $327,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $317,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $327,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $327,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,375 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $317,409 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $317,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $169,060 | GrossSalesPriceAmt |
| Cost Or Other Basis | $158,746 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,314 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,314 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,314 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $338,372 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065313 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $329,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064373 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $369,043 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097780 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,210 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $377,965 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.143426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,467 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $319,998 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.192086 | DistributionYr5Rt |
| Total Distribution | 0.562978 | TotalDistributionRt |
| Average Distribution | 0.112596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $337,209 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,076 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,070 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $217 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Individual With Books | JULIUS M RAMSAY JR | IndividualWithBooksNm |
| Phone | 3366255964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 LEXINGTON COMMONS DRIVE | AddressLine1Txt |
| City | ASHEBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27205 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JULIUS M RAMSAY JR | ||||||||
| 1131 LEXINGTON COMMONS DRIVE | ASHEBORO | NC | 27205 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JULIUS M RAMSAY III | ||||||||
| 1131 LEXINGTON COMMONS DRIVE | ASHEBORO | NC | 27205 | SEC/TREAS | 0.00 | $0 | $0 | $0 |
| BENJAMIN H RAMSAY | ||||||||
| 1131 LEXINGTON COMMONS DRIVE | ASHEBORO | NC | 27205 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $305,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $342,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $217 | TotalTaxAmt |
| Distributable Before Adj | $16,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $45,585 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,823 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,297 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,328 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,643 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $113,755 | 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 | $45,585 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,744 | ExcessFromYear4Amt |
| Excess From Year3 | $17,879 | ExcessFromYear3Amt |
| Excess From Year2 | $4,823 | ExcessFromYear2Amt |
| Excess From Year1 | $5,297 | ExcessFromYear1Amt |
| Excess From Current Year | $4,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIUS M RAMSAY JR | ContributingManagerNm |
| Contributing Manager | JULIUS M RAMSAY III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 885 WFDD | |||||||
| 1834 WAKE FOREST RD 8850 | WINSTON SALEM | NC | 27109 | NONE | PC | PROGRAM SUPPORT | $300 |
| ANIMAL RESCUE AND FOSTER PROGRAM | |||||||
| PO BOX 77393 | GREENSBORO | NC | 27417 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| ASHEBORO RANDOLPH CHAMBER | |||||||
| 137 S FAYETTEVILLE STREET | ASHEBORO | NC | 27203 | NONE | PC | PROGRAM SUPPORT | $100 |
| COMMUNITY FOUNDATION FOR RANDOLPH COUNTY | |||||||
| 364 WHITE OAK STREET | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $300 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 420 WEST WALKER AVENUE | ASHEBORO | NC | 27203 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W LEE STREET | GREENSBORO | NC | 27406 | NONE | PC | PROGRAM SUPPORT | $300 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PC | PROGRAM SUPPORT | $300 |
| HIRSCH WELLNESS NETWORK | |||||||
| 1250 REVOLUTION MILL DRIVE | GREENSBORO | NC | 27405 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| JUNIOR LEAGUE OF GREENSBORO | |||||||
| 3101 W FRIENDLY AVENUE | GREENSBORO | NC | 27405 | NONE | PC | PROGRAM SUPPORT | $620 |
| RANDOLPH COMMUNITY COLLEGE FOUNDATION | |||||||
| 629 INDUSTRIAL PARK AVENUE | ASHEBORO | NC | 27205 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| RANDOLPH ASHEBORO YMNCA | |||||||
| PO BOX 1152 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $750 |
| THE SALVATION ARMY | |||||||
| 840 NEAL STREET | GREENSBORO | NC | 27403 | NONE | PC | PROGRAM SUPPORT | $500 |
| SHE ROCKS INC | |||||||
| PO BOX 215 | WILMINGTON | NC | 28402 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| THE SOCIETY OF ST VINCENT DE PAUL-CONWAY | |||||||
| 1125 BANK STREET | CINCINNATI | OH | 45214 | NONE | PC | PROGRAM SUPPORT | $500 |
| UNITED WAY OF RANDOLPH CO | |||||||
| PO BOX 597 | ASHEBORO | NC | 272040597 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| WALDENSIAN PRESBYTERIAN CHURCH | |||||||
| 109 MAIN STREET EAST | VALDESE | NC | 28690 | NONE | PC | PROGRAM SUPPORT | $200 |
| WATAUGA COUNTY RESCUE SQUAD | |||||||
| PO BOX 3487 | BOONE | NC | 28607 | NONE | PC | PROGRAM SUPPORT | $200 |
| ZOO CITY SPORTS COMPLEX | |||||||
| 3737 GLENWOOD AVENUE | RALEIGH | NC | 27612 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,070 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,314 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,673 | 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) |
|---|---|---|
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 730.4960 SHS ALLIANCEBERNSTEIN UNCONSTRAINED BD ADV | $6,200 | $6,085 |
| 1104.3710 SHS ANGEL OAK MULTI STRATEGY INCM FD INSTL | $12,400 | $12,170 |
| 631.902 SHS BLACKROCK STRAT INCM OPPTY PORT INSTL | $6,200 | $6,129 |
| 837.421 SHS CULLEN HIGH DIV EQTY FD CL I | $10,403 | $13,424 |
| 1136.664 SHS DFA INTL CORE EQTY PORT | $12,849 | $14,367 |
| 460.44 SHS DFA TA US CORE EQTY 2 | $6,612 | $8,072 |
| 1101.005 SHS DFA US LARGE CO | $11,781 | $11,428 |
| 335.455 DFA TA WORLD EX US | $5,757 | $6,998 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $186,943 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $188,675 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,832 | Amt |
| Net Investment Income | $1,832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $116 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |