EDWARD M ARMFIELD SR FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M ARMFIELD SR FOUNDATION INC (EIN 56-2156876)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349102139
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:32:51-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-08 | 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 | 2018-11-08 | IPDt |
| IP Tm | 09:43:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FA9CF08A953E06A416B05F54F8781142E20E49E7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 070CB3D89BA6546B9B614CB923B85A761A928B96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $63,708,529 | 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 | $2,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,254 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $507,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,452,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,475,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,911,387 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,245,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113,359 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,207,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,630,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,941 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,766 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,120 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,480 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,419 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,770 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,226 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $66,998 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $228 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,669 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,934 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $47,735 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,095 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,380 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,791 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,648 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $23,714 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,743 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,971 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,801 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $760 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,041 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $428,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $449,471 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $900,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $593,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,061,463 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,711,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,961,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $593,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,022,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,245,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,037,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $862,559 | CashBOYAmt |
| Cash EOY | $1,239,851 | CashEOYAmt |
| Cash EOYFMV | $1,239,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,083,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,725,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,725,805 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $585 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $96,763 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $585 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $585 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $13,384,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,919,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,919,005 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,299,130 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,299,130 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $41,383,274 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,272,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,272,384 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $55,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,758 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $42,949 | LandBOYAmt |
| Land EOY | $33,939 | LandEOYAmt |
| Land EOYFMV | $33,939 | LandEOYFMVAmt |
| Other Assets BOY | $249,497 | OtherAssetsBOYAmt |
| Other Assets EOY | $217,830 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $217,830 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $58,102,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,708,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,708,529 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,558 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,671 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,251,723 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,587,655 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,332 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,259,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,620,326 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,842,935 | UnrestrictedBOYAmt |
| Unrestricted EOY | $58,088,203 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,842,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,088,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,102,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,708,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,842,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,245,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $58,088,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,088,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS MEZZANINE FUND | P | 2017-12-31 | $108,003 | $108,003 | $108,003 | ||
| MORGAN STANLEY TRADED SECURITIES | P | $2,571,866 | -$110,906 | -$110,906 | $2,682,772 | ||
| 26,210.4782 SHR-THE COLLECTORS' OFFSHORE FUND | P | 2017-03-31 | $2,034,557 | -$586,491 | -$586,491 | $2,621,048 | 2015-10-01 |
| 33,636.058 SHRS - EDGEWOOD GROWTH INSTITUTIONAL | P | 2017-12-28 | $1,000,000 | $588,295 | $588,295 | $411,705 | 2012-01-18 |
| SPECIAL SITUATIONS FUNDS | P | 2017-06-30 | $3,057,842 | $1,226,537 | $1,226,537 | $1,831,305 | 2006-06-30 |
| NEWPORT ASIA INSTITUTIONAL FUND, LP | P | 2017-12-31 | -$895 | -$895 | $895 | ||
| NEWPORT ASIA INSTITUTIONAL FUND, LP | P | 2017-12-31 | $23,762 | $23,762 | $23,762 | ||
| WHITEHALL PARALLEL GLOBAL | P | 2017-12-31 | -$173 | -$173 | $173 | ||
| WHITEHALL PARALLEL GLOBAL | P | 2017-12-31 | $280,644 | $280,644 | $280,644 | ||
| WHITEHALL PARALLEL GLOBAL | P | 2017-12-31 | -$7,632 | -$7,632 | $7,632 | ||
| KABOUTER INTERNATIONAL OPPORTUNITIES FUND II | P | 2017-12-31 | $1,178 | $1,178 | $1,178 | ||
| KABOUTER INTERNATIONAL OPPORTUNITIES FUND II | P | 2017-12-31 | -$8,895 | -$8,895 | $8,895 | ||
| CAPITAL GAINS DIVIDENDS | P | $397,960 | $397,960 | $397,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,911,387 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,193,059 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $58,682,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,250,096 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,265,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,970,548 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,082,321 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,867,559 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,450,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046664 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,545,954 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,865,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043998 | DistributionYr5Rt |
| Total Distribution | 0.243767 | TotalDistributionRt |
| Average Distribution | 0.048753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,686,306 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,958,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,979,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,022,328 | 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 | $20,376 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,376 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,091 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,091 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,715 | OverpaymentAmt |
| Applied To ES Tax | $33,715 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADAIR P ARMFIELD | ||||||||
| 1504 EDGEDALE ROAD | GREENSBORO | NC | 27408 | DIRECTOR | 2.00 | $8,000 | $0 | $0 |
| WJ ARMFIELD DECEASED | ||||||||
| 300 N GREEN ST 2190 | GREENSBORO | NC | 27408 | DIRECTOR | 2.00 | $0 | $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 | $130,707 | $6,535 | $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 | $75,600 | CompensationAmt |
| Employee Benefits | $4,812 | 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 | $307,599 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARIMER STREET | DENVER | CO | 80202 | ASSET MANAGEMENT CONSULTANT | $125,000 |
| SEED MACKALL LLP | |||||
| 1332 ANACAPA ST STE 200 | SANTA BARBARA | CA | 93101 | LEGAL | $66,457 |
| DMJ & CO PLLC | |||||
| 703 GREEN VALLEY RD - STE 201 | GREENSBORO | NC | 27408 | ACCOUNTING | $59,669 |
| 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 | $14,133,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,343,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,133,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,610,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,610,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $924,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,686,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,034,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,034,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,376 | TotalTaxAmt |
| Distributable Before Adj | $3,013,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,013,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,013,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,022,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,022,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,376 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,001,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,013,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,481,980 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,022,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,481,980 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $540,348 | 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 | $2,473,591 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32059 THOMAS HALL | BOONE | NC | 28608 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $114,000 |
| BRIGHAM-YOUNG UNIVERSITY-UT | |||||||
| A-41 ABRAHAM SMOOT BLDG | PROVO | UT | 84602 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $20,000 |
| CANTERBURY SCHOOL | |||||||
| 5400 OLD LAKE JEANETTE RD | GREENSBORO | NC | 27455 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,000 |
| CATAWBA COLLEGE | |||||||
| 2300 WEST INNES ST | SALISBURY | NC | 28144 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,500 |
| CLEMSON UNIVERSITY | |||||||
| 105 SIKES HALL BOX 345124 | CLEMSON | SC | 29634 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $9,500 |
| COMMUNITY FOUNDATION OF GREAT GREENSBORO | |||||||
| 330 S GREENE STREET STE 100 | GREENSBORO | NC | 27006 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $700,000 |
| COMMUNITY IN SCHOOLS OF GREATER GREENSBORO | |||||||
| PO BOX 1347 | GREENSBORO | NC | 27402 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $64,921 |
| DAVIDSON COLLEGE | |||||||
| PO BOX 7157 | DAVIDSON | NC | 28035 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $200,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90035 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $500 |
| EAST CAROLINA UNIVERSITY | |||||||
| SPILMAN BUILDING | GREENVILLE | NC | 27858 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $17,000 |
| ELKIN CITY SCHOOLS | |||||||
| 202 WEST SPRING ST | ELKIN | NC | 28621 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 |
| EMORY & HENRY COLLEGE | |||||||
| PO BOX 10 | EMORY | VA | 24327 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| FERRUM COLLEGE | |||||||
| PO BOX 1000 | FERRUM | VA | 24088 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| FLORIDA STATE UNIVERSITY | |||||||
| PO BOX 3062400 | TALLAHASSEE | FL | 32306 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| GARDNER-WEBB UNIVERSITY | |||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $18,000 |
| GEORGETOWN UNIVERSITY | |||||||
| BOX 571252 | WASHINGTON | DC | 20057 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $12,500 |
| GUILFORD COLLEGE | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| HIGH POINT UNIVERSITY | |||||||
| 833 MONTLIEU AVE | HIGH POINT | NC | 27262 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9658 | ROANOKE | VA | 24020 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| HOSPICE AND PALLIATIVE CARE OF GREENSBORO | |||||||
| 500 SUMMIT AVE | GREENSBORO | NC | 27405 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | NONE | PUBLIC CHARITY | EDUTTON - 10/31/18 11:51AM WORKSHEET PRIVATE FOUNDATION | $20,000 |
| LENIOR-RHYNE COLLEGE | |||||||
| CAMPUS BOX 7419 | HICKORY | NC | 28603 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $11,000 |
| LONGWOOD UNIVERSITY | |||||||
| 201 HIGH STREET | FARMVILLE | VA | 23909 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $9,000 |
| MARS HILL UNIVERSITY | |||||||
| PO BOX 370 | MARS HILL | NC | 28754 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $9,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $23,500 |
| METHODIST COLLEGE | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 28311 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| MILLIGAN COLLEGE | |||||||
| PO BOX 250 | MILLIGAN COLLEGE | TN | 37682 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| MT AIRY CITY SCHOOLS | |||||||
| PO DRAWER 710 | MOUNT AIRY | NC | 27030 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $38,000 |
| NORTH CAROLINA A&T UNIVERSITY | |||||||
| 1601 E MARKET ST | GREENSBORO | NC | 27411 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| BOX 7302 / 2005 HARRIS HALL | RALEIGH | NC | 27695 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $56,550 |
| NORWICH UNIVERSITY | |||||||
| 158 HARMON DRIVE | NORTHFIELD | VT | 05663 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| OPERATION XCEL | |||||||
| PO BOX 412 | STOKESDALE | NC | 27357 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $77,000 |
| PRESBYTERIAN COLLEGE | |||||||
| PO BOX 493 | CLINTON | SC | 29325 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| RANDOLPH COUNTY SENIOR ADULTS ASSOC | |||||||
| PO BOX 1852 | ASHEBORO | NC | 27204 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $200,000 |
| SALEM COLLEGE | |||||||
| 601 S CHURCH ST | WINSTONSALEM | NC | 27101 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $25,000 |
| SALVATION ARMY OF SURRY COUNTY | |||||||
| PO BOX 443 | MOUNT AIRY | NC | 27030 | NONE | PUBLIC CHARITY | EDUTTON - 10/31/18 11:51AM WORKSHEET PRIVATE FOUNDATION | $100,000 |
| SAVANNAH COLLEGE OF ART & DESIGN | |||||||
| PO BOX 3146 | SAVANNAH | GA | 31402 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $250 |
| TEACH FOR AMERICA NC PIEDMONT TRIAD | |||||||
| 100 N ELM SUITE 302 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST STREET NW | WASHINGTON | DC | 27752 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $18,750 |
| THE SALVATION ARMY CORPS | |||||||
| 1311 S EUGENE ST | GREENSBORO | NC | 27406 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 |
| UNIVERSITY OF NORTH CAROLINA-ASHEVILLE | |||||||
| CPO 2230 | ASHEVILLE | NC | 28804 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $24,000 |
| UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL | |||||||
| 103 BYNUM HALL | CHAPEL HILL | NC | 27599 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $80,814 |
| UNIVERSITY OF NORTH CAROLINA-CHARLOTTE | |||||||
| 9201 UNIVERSITY BLVD | CHARLOTTE | NC | 28223 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $104,500 |
| UNIVERSITY OF NORTH CAROLINA-GREENSBORO | |||||||
| PO BOX 26177 | GREENSBORO | NC | 27402 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF NORTH CAROLINA-PEMBROKE | |||||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $5,000 |
| UNIVERSITY OF NORTH CAROLINA-WILMINGTON | |||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $25,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,300 |
| UNIVERSITY OF TENNESSEE | |||||||
| 211 STUDENT SERVICES BLDG | KNOXVILLE | TN | 37996 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $9,000 |
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC CHARITY | EDUTTON - 10/31/18 11:52AM WORKSHEET PRIVATE FOUNDATION | $4,500 |
| UNCG-CAROLINA COLLEGE ADVISING CORPS | |||||||
| 500 SUMMIT AVE | GREENSBORO | NC | 27405 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $192,727 |
| VIRGINIA MILITARY INSTITUTE | |||||||
| STUDENT ACCOUNTING OFFICE | LEXINGTON | VA | 24450 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| VIRGINIA POLYTECHNIC INST & STATE UNIVERSITY | |||||||
| 800 WASHINGTON ST SW | BLACKSBURG | VA | 24061 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $12,500 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7246 | WINSTONSALEM | NC | 27109 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $49,900 |
| WASHINGTON AND LEE UNIVERSITY | |||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $12,500 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| HFR ADMINISTRATION BUILDING | CULLOWHEE | NC | 28723 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $24,250 |
| WINGATE UNIVERSITY | |||||||
| CAMPUS BOX 3001 | WINGATE | NC | 28174 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $29,000 |
| WINSTON SALEM STATE UNIVERSITY | |||||||
| 601 MLK JR DRIVE | WINSTONSALEM | NC | 27110 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $2,500 |
| WINTHROP UNIVERSITY | |||||||
| 119 TILLMAN HALL | ROCK HILL | SC | 29733 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $9,000 |
| YWCA | |||||||
| 1807 EAST WENDOVER AVE | GREENSBORO | NC | 27405 | NONE | PUBLIC CHARITY | EDUTTON - 10/31/18 11:52AM WORKSHEET PRIVATE FOUNDATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,711,462 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,254 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $501,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,250 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,245,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,452,075 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,201,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,207,090 | 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 | $59,669 | Amt |
| Net Investment Income | $11,934 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,735 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| GRANT/SCHOLARSHIP MANAGEMENT SOFTWARE | 2014-08-08 | $5,320 | $3,788 | 200DB | 5.000000000000 | $613 | $0 |
| LENOVO COMPUTER | 2017-12-05 | $1,637 | 200DB | 5.000000000000 | $55 | $0 | |
| CONFERENCE TABLE | 2016-04-11 | $10,013 | $2,146 | 200DB | 7.000000000000 | $2,248 | $0 |
| 8 CONFERENCE CHAIRS | 2016-04-11 | $9,744 | $2,088 | 200DB | 7.000000000000 | $2,187 | $0 |
| 2 RECEPTION CHAIRS | 2016-04-11 | $3,014 | $646 | 200DB | 7.000000000000 | $677 | $0 |
| AREA RUG | 2016-07-25 | $1,863 | $222 | 200DB | 7.000000000000 | $469 | $0 |
| 3 TIER ACCENT TABLE | 2016-09-08 | $1,656 | $158 | 200DB | 7.000000000000 | $428 | $0 |
| CLASSIC CHEST | 2016-09-08 | $2,700 | $257 | 200DB | 7.000000000000 | $698 | $0 |
| ART WORK | 2016-09-13 | $2,074 | $198 | 200DB | 7.000000000000 | $536 | $0 |
| ART WORK | 2016-10-13 | $4,805 | $343 | 200DB | 7.000000000000 | $1,275 | $0 |
| CONFERENCE ROOM TABLE | 2016-04-11 | $3,832 | $821 | 200DB | 7.000000000000 | $860 | $0 |
| BASEBOARDS AND CARPENTRY | 2016-04-19 | $2,292 | $102 | 150DB | 15.000000000000 | $153 | $0 |
| CARPET AND WOOD FLOOR | 2016-05-26 | $3,139 | $122 | 150DB | 15.000000000000 | $209 | $0 |
| WALLPAPER | 2016-02-11 | $3,608 | $219 | 150DB | 15.000000000000 | $240 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO FUNDS | BondNm |
| EOY Book Value | $3,299,130 | EOYBookValueAmt |
| EOYFMV | $3,299,130 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PINNACLE BANK | $29,217 | $29,217 |
| VANGUARD DIVIDEND FUND | $12,889,788 | $12,889,788 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS MEZZANINE V LP | FMV | $55,972 | $55,972 |
| HARBINGER DISTRESSED DEBT FUNDS | FMV | $131,697 | $131,697 |
| NEON LIBERTY EMERGING MKTS | FMV | $6,869,547 | $6,869,547 |
| MAVERICK STABLE FUND | FMV | $6,384,327 | $6,384,327 |
| INDUS ASIA PACIFIC FUND | FMV | $2,917,341 | $2,917,341 |
| HOLOWESKO GROBAL FUND | FMV | $3,061,654 | $3,061,654 |
| NEWPORT ASIA INSTITUTIONAL FUND | FMV | $1,942,223 | $1,942,223 |
| DODGE AND COX | FMV | $1,833,827 | $1,833,827 |
| NEUBERGER BERMAN GREATER CHINA FUND | FMV | $2,004,270 | $2,004,270 |
| EDGEWOOD GROWTH FUND | FMV | $5,230,045 | $5,230,045 |
| CANYON REALIZATION FUND | FMV | $3,131,251 | $3,131,251 |
| BREVAN HOWARD FUND | FMV | $2,722,821 | $2,722,821 |
| MORGAN STANLEY RE OFFSHORE GLOBAL FUND | FMV | $122,499 | $122,499 |
| GS WHITEHALL REAL ESTATE FUND | FMV | $476,743 | $476,743 |
| SHEARWATER OFFSHORE SECURITIES | FMV | $1,850,283 | $1,850,283 |
| BOSTWICK COMPOUND OFFSHORE LTD | FMV | $2,450,959 | $2,450,959 |
| CANYON DISTRESSED OPPORTUNITY FUND | FMV | $378,866 | $378,866 |
| KABOUTER INTERNATIONAL FUND | FMV | $1,708,262 | $1,708,262 |
| SELECT EQUITY OFFSHORE FUND | FMV | $999,797 | $999,797 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| GRANT/SCHOLARSHIP MANAGEMENT SOFTWARE | $5,320 | $4,401 | $919 |
| LENOVO COMPUTER | $1,637 | $55 | $1,582 |
| CONFERENCE TABLE | $10,013 | $4,394 | $5,619 |
| 8 CONFERENCE CHAIRS | $9,744 | $4,275 | $5,469 |
| 2 RECEPTION CHAIRS | $3,014 | $1,323 | $1,691 |
| AREA RUG | $1,863 | $691 | $1,172 |
| 3 TIER ACCENT TABLE | $1,656 | $586 | $1,070 |
| CLASSIC CHEST | $2,700 | $955 | $1,745 |
| ART WORK | $2,074 | $734 | $1,340 |
| ART WORK | $4,805 | $1,618 | $3,187 |
| CONFERENCE ROOM TABLE | $3,832 | $1,681 | $2,151 |
| BASEBOARDS AND CARPENTRY | $2,292 | $255 | $2,037 |
| CARPET AND WOOD FLOOR | $3,139 | $331 | $2,808 |
| WALLPAPER | $3,608 | $459 | $3,149 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $285 | $57 | $228 |
| LEGAL FEES - SANTA BARBARA | $66,941 | $66,941 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SAPONA MFG CO | $201,906 | $184,115 | $184,115 |
| INCOME TAX RECEIVABLE | $47,591 | $33,715 | $33,715 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,729 | $546 | $2,182 |
| FIDUCIARY FEES | $1,631 | $0 | $0 |
| INSURANCE | $4,152 | $830 | $3,322 |
| TELEPHONE | $2,640 | $528 | $2,112 |
| SANTA BARBARA ENVIRONMENTAL EXPENSE | $280,957 | $280,957 | $0 |
| DUES AND SUBSCRIPTIONS | $2,705 | $541 | $2,164 |
| CONTRACT SERVICES | $2,782 | $556 | $2,225 |
| MANAGEMENT FEES | $128,026 | $164,891 | $0 |
| OFFICE EXPENSE | $2,698 | $539 | $2,159 |
| BANK SERVICE CHARGES | $414 | $83 | $331 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $1,832 | $1,832 | $1,832 |
| DW CATALYST OFFSHORE FUND, LTD. | $36,307 | ||
| NEWPORT ASIA INSTITUTIONAL FUND, LP | -$1,113 | ||
| WHITEHALL PARALLEL GLOBAL | -$185 | ||
| WHITEHALL PARALLEL GLOBAL | $28 | ||
| KABOUTER INTERNATIONAL OPPORTUNITIES FUND II | $416 | ||
| UNREALIZED GAINS/(LOSSES) | $7,167,795 | $0 | $7,167,795 |
| WHITEHALL PARALLEL GLOBAL | $0 | ||
| WHITEHALL PARALLEL GLOBAL | $0 | ||
| MORGAN STANLEY OTHER INCOME | $76,074 | $76,074 | $76,074 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,332 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,475 | Amt |
| Net Investment Income | $5,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,380 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON DIVIDENDS | $0 | $2,591 | $0 |
| FEDERAL EXCISE TAXES | $23,491 | $0 | $0 |
| NC SECRETARY OF STATE | $200 | $200 | $0 |