THE RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE RAMSAY FAMILY FOUNDATION (EIN 56-2126602)
- Tax period
- 2013-02-01 to 2014-01-31
- Filed
- 2014-06-05
- IRS object ID
- 201401569349100100
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-05T07:33:24-05:00 | ReturnTs |
| Tax Period End | 2014-01-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274199608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-02-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ASHEBORO | City |
| State | NC | State |
| ZIP Code | 27205 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIUS M RAMSAY JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3366255964 | PhoneNum |
| Signature | 2014-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDDY H ROBINSON | PreparerPersonNm |
| PTIN | P00174761 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2014-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $383,974 | 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 | $110,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,223 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,772 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $122,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,720 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,835 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,467 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,196 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $310,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $365,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $377,778 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $316,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $371,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $383,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $316,887 | UnrestrictedBOYAmt |
| Unrestricted EOY | $371,242 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $316,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $371,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $316,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $371,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $316,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $371,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $371,242 | 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 |
| Gross Sales Price | $231,223 | GrossSalesPriceAmt |
| Cost Or Other Basis | $229,451 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,772 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,772 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,772 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,294 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $360,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.220037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $272,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161345 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,092 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $122,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.383292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $108,637 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,518 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $156,547 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156618 | DistributionYr5Rt |
| Total Distribution | 1.075908 | TotalDistributionRt |
| Average Distribution | 0.215182 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $319,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $59 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,467 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $118 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIUS M RAMSAY JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3366255964 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 LEXINGTON COMMONS DRIVE | AddressLine1 |
| City | ASHEBORO | City |
| State | NC | State |
| ZIP Code | 27205 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $315,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $324,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118 | TotalTaxAmt |
| Distributable Before Adj | $15,882 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,882 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,467 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,467 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,601 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,163 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,585 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,352 | 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 | $17,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,601 | ExcessFromYear4Amt |
| Excess From Year3 | $41,163 | ExcessFromYear3Amt |
| Excess From Year2 | $30,440 | ExcessFromYear2Amt |
| Excess From Year1 | $61,402 | ExcessFromYear1Amt |
| Excess From Current Year | $45,585 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARFP | |||||||
| PO BOX 77393 | GREENSBORO | NC | 27417 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| ASPCA | |||||||
| 520 EIGHT AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| ADULT CENTER FOR ENRICHMENT | |||||||
| 11 OAK BRANCH DRIVE | GREENSBORO | NC | 27407 | NONE | PC | PROGRAM SUPPORT | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1305 NAVAHO DRIVE SUITE 101 | RALEIGH | NC | 27609 | NONE | PC | PROGRAM SUPPORT | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | PC | PROGRAM SUPPORT | $100 |
| ASH-RAND RESCUE SQUAD | |||||||
| PO BOX 144 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $200 |
| BEECH MTN FIRE DEPT | |||||||
| PO BOX 436 | BANNER ELK | NC | 28604 | NONE | PC | PROGRAM SUPPORT | $500 |
| BOYS & GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CHRISTIANS UNITED OUTREACH CENTER | |||||||
| PO BOX 784 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $2,000 |
| CHRIST SCHOOL | |||||||
| 500 CHRIST SCHOOL ROAD | ARDEN | NC | 28704 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| CHURCH OF THE REDEEMER | |||||||
| 4530 JESSUP GROVE ROAD | GREENSBORO | NC | 27410 | NONE | PC | PROGRAM SUPPORT | $500 |
| DAVIDSON COUNTY PARAMEDICS & LEXINGTON FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 825 | LEXINGTON | NC | 27293 | NONE | PC | PROGRAM SUPPORT | $52 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | PROGRAM SUPPORT | $3,655 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 731010036 | NONE | PC | PROGRAM SUPPORT | $800 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 420 WEST WALKER AVENUE | ASHEBORO | NC | 27203 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W LEE STREET | GREENSBORO | NC | 27406 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| GROTON SCHOOL | |||||||
| PO BOX 991 | GROTON | MA | 01450 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HABITAT FOR HUMANITY OF RANDOLPH COUNTY | |||||||
| PO BOX 669 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| HOSPICE OF RANDOLPH COUNTY | |||||||
| 416 VISION DRIVE | ASHEBORO | NC | 27203 | NONE | PC | PROGRAM SUPPORT | $300 |
| SUSAN G KOMEN | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 850164862 | NONE | PC | PROGRAM SUPPORT | $100 |
| NC ZOO SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | PC | PROGRAM SUPPORT | $500 |
| OLD FRIENDS AT CABIN CREEK | |||||||
| 1841 PAYNES DEPOT ROAD | GEORGETOWN | KY | 40324 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| OPERATION SMILE | |||||||
| 502 EAST CORNWALLIS DRIVE SUITE L | GREENSBORO | NC | 27405 | NONE | PC | PROGRAM SUPPORT | $50 |
| PETA | |||||||
| 5005 LBJ FREEWAY SUITE 250 | NORFOLK | VA | 235101040 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| POLICE PROTECTIVE FUND | |||||||
| PO BOX 1028 | AUSTIN | TX | 787671028 | NONE | PC | PROGRAM SUPPORT | $50 |
| PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CENTER SUITE 442 | PRINCETON | NJ | 08540 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| RANDOLPH-ASHEBORO YMCA | |||||||
| PO BOX 1152 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $600 |
| RANDOLPH COMMUNITY COLLEGE FOUNDATION | |||||||
| 629 INDUSTRIAL PARK AVENUE | ASHEBORO | NC | 27205 | NONE | PC | PROGRAM SUPPORT | $3,300 |
| RANDOLPH HOSPITAL HEALTH FOUNDATION | |||||||
| PO BOX 1048 | ASHEBORO | NC | 27204 | NONE | SO I | PROGRAM SUPPORT | $100 |
| RANDOLPH COUNTY PUBLIC LIBRARY | |||||||
| PO BOX 2806 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $100 |
| ROTARY FOUNDATION | |||||||
| PO BOX 1281 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $500 |
| THE SALVATION ARMY | |||||||
| 840 NEAL STREET | GREENSBORO | NC | 27403 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| UNITED WAY OF GUILFORD COUNTY | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| UNITED WAY OF RANDOLPH CO | |||||||
| PO BOX 597 | ASHEBORO | NC | 272040597 | NONE | PC | PROGRAM SUPPORT | $1,800 |
| WEST BEND UNITED METHODIST CHURCH | |||||||
| 1080 ALBEMARLE ROAD | ASHEBORO | NC | 27205 | NONE | PC | PROGRAM SUPPORT | $300 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | PROGRAM SUPPORT | $660 |
| YOUNG LIFE | |||||||
| 1816 PEMBROKE ROAD | GREENSBORO | NC | 27408 | NONE | PC | PROGRAM SUPPORT | $900 |
| RANDOLPH CHAPLAIN PROGRAM | |||||||
| PO BOX 1048 | ASHEBORO | NC | 27204 | NONE | PC | PROGRAM SUPPORT | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,467 | 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 | $10,897 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,720 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,720 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JULIUS AND ALEXANDRA R RAMSAY III | ||||||
| 1 | 4623 CHESTERFIELD PLACE | JAMESTOWN | NC | 27282 | $10,000 | Yes (X) |
| JULIUS M RAMSAY JR | ||||||
| 2 | 1131 LEXINGTON COMMONS DRIVE | ASHEBORO | NC | 27205 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 726.852 SHS ALLIANCEBERNSTEIN UNCONSTRAINED BD ADV | $6,300 | $6,338 |
| 1174.861 SHS ANGEL OAK MULTI STRATEGY INCM FD INSTL | $14,550 | $14,298 |
| 1229.305 SHS BLACKROCK FLOATING RATE INCM PORT INSTL | $12,940 | $12,945 |
| 620.553 SHS BLACKROCK STRAT INCM OPPTY PORT INSTL | $6,300 | $6,305 |
| 1858.993 SHS CREDIT SUISSE FLOATING RATE HIGH INCM INST | $12,940 | $12,939 |
| 1953.731 SHS EATON VANCE FLOATING RATE FD CL I | $17,958 | $17,974 |
| 591.337 SHS GOLDMAN SACHS STRATEGIC INCM FD INST | $6,300 | $6,256 |
| 527.731 SHS JPMORGAN STRATEGIC INCM OPPTY SLCT SHR | $6,300 | $6,285 |
| 2217.887 SHS NUVEEN SHORT DUR HIGH YLD MUNI BD I | $21,230 | $21,536 |
| 564.748 SHS PIMCO UNCONSTRAINED BD FD INST CL | $6,300 | $6,297 |
| 1256.809 SHS T ROWE PRICE INST FLOATING RATE FD | $12,940 | $12,945 |
| 542.827 SHS ALPINE GLOBAL INFRASTRUCTURE INST | $10,160 | $10,048 |
| 5327.24 SHS CULLEN HIGH DIV EQTY FD CL I | $77,007 | $86,035 |
| 242.455 SHS DAVIS FINANCIAL Y | $9,500 | $9,264 |
| 459.106 SHS FORWARD COMMODITY LONG SHORT STRAT INST | $9,216 | $9,839 |
| 275 SHS BARCLAYS BANK IPATH ETN S&P 500 DYNAMIC VIX | $11,778 | $9,378 |
| 267 SHS ISHARES TRUST ETF GLOBAL INFRASTRUCTURE | $10,173 | $10,261 |
| 1453 SHS JP MORGAN EXCH TRADED NT ALERIAN MLP | $58,332 | $67,710 |
| 719 SHS SPDR BARCLAYS ETF 0-5 CASH PAY CONSTRAINED HIGH YIELD INDEX | $22,082 | $22,210 |
| 140 SHS SPDR S&P OIL & GAS EXPL PRODUCTION ETF | $9,367 | $9,205 |
| 424 SHS WISDOMTREE EMERGING MKTS EQUITY INCOME FUND | $23,373 | $19,710 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,835 | Amt |
| Net Investment Income | $1,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $63 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |