THE RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE RAMSAY FAMILY FOUNDATION (EIN 56-2126602)
- Tax period
- 2012-02-01 to 2013-01-31
- Filed
- 2013-05-20
- IRS object ID
- 201311409349100306
- Schema version
- 2012v2.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-20T11:05:41-05:00 | Timestamp |
| Tax Period End Date | 2013-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560571159 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562126602 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAMSAY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAMS | NameControl |
| Phone | 3366255964 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS M RAMSAY JR | Name |
| Title | PRESIDENT | Title |
| Phone | 3366255964 | Phone |
| Date Signed | 2013-05-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDDY H ROBINSON | Name |
| PTIN | P00174761 | PTIN |
| Phone | 3362944494 | Phone |
| Date Prepared | 2013-05-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 331770 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 12341 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12341 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1197 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 121121 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1197 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 13538 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13538 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2227 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2227 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 93 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7322 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7227 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79357 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79357 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 86679 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7227 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79357 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -73141 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6311 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 154539 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6330 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6330 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 235489 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 310557 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 325440 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 390028 | TotalAssetsBOY |
| Total Assets EOY | 316887 | TotalAssetsEOY |
| Total Assets EOYFMV | 331770 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 390028 | UnrestrictedBOY |
| Unrestricted EOY | 316887 | UnrestrictedEOY |
| Total Net Assets BOY | 390028 | TotalNetAssetsBOY |
| Total Net Assets EOY | 316887 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 390028 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 316887 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 390028 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -73141 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 316887 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 316887 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| EATON VANCE GLOBAL MACRO | 2012-04-26 | 2013-01-16 | 8705 | 8780 | -75 | -75 |
| ISHARES TR RUSSELL 2000 | 2012-04-26 | 2013-01-16 | 9526 | 8806 | 720 | 720 |
| VANGUARD S/T FEDERAL FD INVESTOR | 2012-04-26 | 2013-01-16 | 7181 | 7240 | -59 | -59 |
| NUVEEN PREFERRED | 2011-04-20 | 2013-01-16 | 4634 | 4463 | 171 | 171 |
| NUVEEN PREFERRED | 2011-06-10 | 2013-01-16 | 10706 | 10310 | 396 | 396 |
| PIMCO EMRG LOCAL BD | 2011-04-20 | 2013-01-16 | 4140 | 4161 | -21 | -21 |
| PIMCO SHORT TERM INSTL | 2011-04-20 | 2013-01-16 | 14070 | 13927 | 143 | 143 |
| PRUDENTIAL SHORT TERM CORP BD | 2011-04-20 | 2013-01-16 | 6790 | 6780 | 10 | 10 |
| VANGUARD S/T FEDERAL FD INVESTOR | 2011-04-20 | 2013-01-16 | 15856 | 15860 | -4 | -4 |
| PIMCO SHORT TERM INSTL | 2011-10-24 | 2012-12-12 | 7980 | 7907 | 73 | 73 |
| ISHARES S&P GSCI | 2011-06-10 | 2012-04-26 | 2063 | 2174 | -111 | -111 |
| ISHARES S&P GSCI | 2011-04-20 | 2012-04-26 | 2750 | 3088 | -338 | -338 |
| ISHARES TR BARCLAYS | 2012-04-20 | 2012-04-26 | 2859 | 2653 | 206 | 206 |
| PIMCO SHORT TERM INSTL | 2011-08-12 | 2012-04-26 | 2775 | 2810 | -35 | -35 |
| PIMCO SHORT TERM INSTL | 2011-10-24 | 2012-04-26 | 13065 | 13035 | 30 | 30 |
| PIMCO FOREIGN BOND | 2011-04-20 | 2012-04-26 | 8021 | 7930 | 91 | 91 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1197 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43927 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 272255 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.161345 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 47092 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 122862 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.383292 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16797 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 108637 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.154616 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24518 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 156547 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.156618 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50433 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 235056 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.214557 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.070428 | TotalDistributionRatio |
| Average Distribution Ratio | 0.214086 | AverageDistributionRatio |
| Net Noncharitable Assets | 360366 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 77149 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 63 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77212 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79357 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 63 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 63 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 63 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 63 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIUS M RAMSAY JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3366255964 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 305901 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 59953 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 365854 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 365854 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5488 | CashDeemedCharitable |
| Net Noncharitable Assets | 360366 | NetNoncharitableAssets |
| Minimum Investment Return | 18018 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18018 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 63 | TaxBasedOnInvestmentIncome |
| Total Tax | 63 | TotalTax |
| Distributable Amount Before Adj | 17955 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17955 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17955 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79357 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79357 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 63 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79294 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17955 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 39856 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 17161 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 11601 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 41163 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30440 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 140221 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79357 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17955 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 61402 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 201623 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 39856 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 161767 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 17161 | ExcessFromYear4 |
| Excess From Year3 | 11601 | ExcessFromYear3 |
| Excess From Year2 | 41163 | ExcessFromYear2 |
| Excess From Year1 | 30440 | ExcessFromYear1 |
| Excess From Current Year | 61402 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIUS M RAMSAY III | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE NW SUITE 800 | WASHINGTON | DC | 20004 | N/A | EXEMPT | PROGRAM SUPPORT | $130 |
| ARFP | |||||||
| P O BOX 77393 | GREENSBORO | NC | 27417 | N/A | EXEMPT | PROGRAM SUPPORT | $2,500 |
| BEECH MTN FIRE DEPT | |||||||
| 1007 BEECH MOUNTAIN PARKWAY | BEECH MOUNTAIN | NC | 28604 | N/A | EXEMPT | PROGRAM SUPPORT | $350 |
| BOYS & GIRLS HOME | |||||||
| 621 FRANKS STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $800 |
| BREAST CANCER SOCIETY | |||||||
| 364 WHITE OAK STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $80 |
| CENTRAL BOYS AND GIRLS CLUB | |||||||
| 840 NEAL STREET | GREENSBORO | NC | 27403 | N/A | EXEMPT | PROGRAM SUPPORT | $300 |
| CHRIST SCHOOL | |||||||
| 500 CHRIST SCHOOL ROAD | ASHEVILLE | NC | 28704 | N/A | EXEMPT | PROGRAM SUPPORT | $5,000 |
| CINCINNATI AREA SENIOR SERVICES | |||||||
| 2368 VICTORY PARKWAY | CINCINNATI | OH | 45206 | N/A | EXEMPT | PROGRAM SUPPORT | $250 |
| FAMILY CRISIS CENTER | |||||||
| 218 S MAIN STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $200 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | N/A | EXEMPT | PROGRAM SUPPORT | $450 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 617 NORTH ELM STREET | GREENSBORO | NC | 27401 | N/A | EXEMPT | PROGRAM SUPPORT | $20,036 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27408 | N/A | EXEMPT | PROGRAM SUPPORT | $1,000 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | N/A | EXEMPT | PROGRAM SUPPORT | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 617 NORTH ELM STREET | GREENSBORO | NC | 27401 | N/A | EXEMPT | PROGRAM SUPPORT | $30 |
| HELP HOSPITALIZED VETS | |||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | N/A | EXEMPT | PROGRAM SUPPORT | $300 |
| HSUS | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | N/A | EXEMPT | PROGRAM SUPPORT | $2,000 |
| LAKEVIEW ANIMAL SANCTUARY | |||||||
| 5180 FIEGLE ROAD | PENDLETON | NY | 14094 | N/A | EXEMPT | PROGRAM SUPPORT | $1,000 |
| NC ZOO SOCIETY | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | N/A | EXEMPT | PROGRAM SUPPORT | $500 |
| OPERATION SMILE | |||||||
| 502 EAST CORNWALLIS DR SUITE L | GREENSBORO | NC | 27405 | N/A | EXEMPT | PROGRAM SUPPORT | $155 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | EXEMPT | PROGRAM SUPPORT | $200 |
| PETA | |||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | EXEMPT | PROGRAM SUPPORT | $5,000 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08540 | N/A | EXEMPT | PROGRAM SUPPORT | $1,000 |
| RANDOLPH COMMUNITY COLLEGE FOUNDATION | |||||||
| 629 INDUSTRIAL PARK AVE | ASHEBORO | NC | 27205 | N/A | EXEMPT | PROGRAM SUPPORT | $3,389 |
| RANDOLPH COMMUNITY SERVICES | |||||||
| 221 SOUTH FAYETTEVILLE STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $80 |
| RANDOLPH COUNTY PUBLIC LIBRARY | |||||||
| 201 WORTH STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $450 |
| RANDOLPH COUNTY SENIOR ADULT ASSOCIATION | |||||||
| 133 W WAINMAN AVENUE | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $10,762 |
| RANDOLPH HOSPICE HOUSE | |||||||
| 446 VISION DRIVE | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $50 |
| RANDOLPH HOSPITAL HEALTH FOUNDATION | |||||||
| PO BOX 1048 | ASHEBORO | NC | 27204 | N/A | EXEMPT | PROGRAM SUPPORT | $700 |
| ROTARY FOUNDATION | |||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | N/A | EXEMPT | PROGRAM SUPPORT | $300 |
| SARA FOWLER ANDERSON FUND | |||||||
| UNC-CHAPEL HILL CB 7120 | CHAPEL HILL | NC | 27599 | N/A | EXEMPT | PROGRAM SUPPORT | $200 |
| THE HUMAN RACE | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | N/A | EXEMPT | PROGRAM SUPPORT | $200 |
| THE OUTREACH FOUNDATION | |||||||
| 381 RIVERSIDE DRIVE SUITE 110 | FRANKLIN | TN | 37064 | N/A | EXEMPT | PROGRAM SUPPORT | $100 |
| THE SALVATION ARMY | |||||||
| 840 NEAL STREET | GREENSBORO | NC | 27403 | N/A | EXEMPT | PROGRAM SUPPORT | $3,700 |
| UNC TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | EXEMPT | PROGRAM SUPPORT | $600 |
| UNITED WAY OF RANDOLPH CO | |||||||
| 363 S COX STREET | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $4,600 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27103 | N/A | EXEMPT | PROGRAM SUPPORT | $10,000 |
| WATAUGA COUNTY RESCUE SQUAD | |||||||
| 200 QUAIL STREET | BOONE | NC | 28607 | N/A | EXEMPT | PROGRAM SUPPORT | $100 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | EXEMPT | PROGRAM SUPPORT | $300 |
| YMCA | |||||||
| 343 HWY 42 | ASHEBORO | NC | 27203 | N/A | EXEMPT | PROGRAM SUPPORT | $420 |
| YOUNG LIFE | |||||||
| 1816 PEMBROKE ROAD | GREENSBORO | NC | 27408 | N/A | EXEMPT | PROGRAM SUPPORT | $1,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79357 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,341 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,197 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,538 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13538 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $5,000 | Amount |
| Net Investment Income | 5000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PUBLIC SECURITIES | NameOfStock |
| EOY Book Value | 310557 | EOYBookValue |
| EOYFMV | 325440 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,227 | Amount |
| Net Investment Income | 2227 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | Category |
| Amount | $93 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |