2023-12-15T10:45:42-06:00 2021-12-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2021-01-01 562156876 THE EDWARD M ARMFIELD SR FOUNDATION INC EDWA 3362737519 324 W WENDOVER AVE 130 GREENSBORO NC 27408 MELINDA OAKLEY EXECUTIVE DIRECTOR 3362737519 2022-11-15 1 MELINDA OAKLEY 999009999 STACY M WEST CPA P00452212 3362759886 2023-12-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 68779889 X X 133 133 1593600 1128271 3857818 6941018 4393987 0 -106828 5451551 5415563 166151 33230 132921 84379 16876 67503 2406 481 1925 114430 114320 110 55305 11061 44244 129078 128878 200 82088 8025 13922 4425 0 26945 5389 21556 2007 401 1606 457841 440059 17217 1125055 758720 301204 2269519 3468208 3394574 758720 3769412 2056977 4656843 1732171 1299995 1299995 1551 97285 1551 1551 2000 63508 63508 13677486 15606513 15606513 2479525 2479709 2479709 47184429 49317670 49317670 56865 45922 15369 10943 10943 65188265 68779889 68779889 79254 49857 5557901 4359024 14831 27730 5651986 4436611 X 59536279 64343278 59536279 64343278 65188265 68779889 59536279 2056977 2750022 64343278 0 64343278 VANGUARD FUNDS P 2020-12-30 2021-12-31 1293000 640214 652786 652786 INDUS ASIA PACIFIC FUND P 2020-12-30 2021-12-31 66980 87000 -20020 -20020 NEON LIBERTY P 2020-12-30 2021-12-31 1000000 362014 637986 637986 HOLOWESKO - EDGEWOOD MGT P 2020-12-30 2021-12-31 750000 175052 574948 574948 GOLDMAN SACHS - MEZZANINE FUND P 2020-12-30 2021-12-31 8066 8066 8066 NUT TREE DRAWDOWN CAPITAL P 2020-12-30 2021-12-31 320000 320000 320000 CANYON VALUE REALIZATION FUND (CAYMON) P 2020-12-30 2021-12-31 500000 282012 217988 217988 GREEN COURT CAPITAL P 2020-12-30 2021-12-31 1860172 1000000 860172 860172 NEWPORT ASIA K-1 P 2020-12-30 2021-12-31 186054 186054 186054 WHITEHALL K-1 P 2020-12-30 2021-12-31 739 -739 -739 SAPONA P 2020-12-30 2021-12-31 162000 162000 162000 KABOUTER K-1 P 2020-12-30 2021-12-31 99395 99395 99395 LEXINGTON CAPITAL K-1 P 2020-12-30 2021-12-31 202272 202272 202272 LCP IX K-1 P 2020-12-30 2021-12-31 1292 1292 1292 CASDIN GROWTH K-1 P 2020-12-30 2021-12-31 5584 5584 5584 CAPITAL GAINS DIVIDENDS P 486203 486203 486203 4393987 64730 0 64730 0 64730 22000 0 0 0 22000 X 1179 43909 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 N/A MINDY OAKLEY 3362737519 324 WEST WENDOVER AVE GREENSBORO NC 27408 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADAIR P ARMFIELD 1504 EDGEDALE ROAD GREENSBORO NC 27408 DIRECTOR 2.00 0 0 0 BEDFORD CANNON 140 EAST WATER STREET STATESVILLE NC 28677 DIRECTOR 2.00 0 0 0 PHIFER CRUTE 1327 TORREY PINE ROAD LAJOLLA CA 92037 DIRECTOR 2.00 0 0 0 JAMES C B HANCOCK 177 BLEECKER ST 12 NEW YORK NY 10012 DIRECTOR 2.00 0 0 0 R DAVID SPRINKLE 3017 VERBENA LN GREENSBORO NC 27410 DIRECTOR 2.00 0 0 0 MELINDA W OAKLEY 1911 LAFAYETTE AVE GREENSBORO NC 27408 OFFICER 40.00 0 0 0 DIANA HEDGSPETH 324 W WENDOVER AVE - STE 130 GREENSBORO NC 27408 OFFICE MGR 40.00 84379 2406 0 0 WEAVER CONSULTING GROUP 101 MAIN ST 200 HUNTINGTON CA 92648 ENVIRONMENTAL CLEAN UP SERVICES 227015 GEOSYNTEC CONSULTANTS 924 ANACAPA STREET STE 4A SANTA BARBARA CA 93101 ENVIRONMENTAL CLEAN UP SERVICES 208742 DAVIS WRIGHT TREM LLP 505 MONTGOMERY ST STE 800 SAN FRANCISCO CA 94111 LEGAL 114442 MONTICELLO ASSOCIATES 1800 LARIMER STREET DENVER CO 80202 ASSET MANAGEMENT CONSULTANT 93750 DMJ & CO PLLC 703 GREEN VALLEY RD - STE 201 GREENSBORO NC 27408 ACCOUNTING 55305 0 0 16926416 1772861 48959625 67658902 0 0 67658902 1014884 66644018 3332201 3332201 64730 64730 3267471 0 3267471 0 3267471 3769412 0 3769412 3267471 1312139 0 0 3769412 1312139 0 0 2457273 0 0 0 0 0 0 0 0 810198 0 0 0 MELINDA W OAKLEY 324 W WENDOVER AVE - STE 130 GREENSBORO NC 27408 3362737519 MINDY.OAKLEY@ARMFIELDFDN.ORG CALL FOUNDATION FOR REQUIRED GRANT APPLICATION FORM JUNE 15TH AND OCTOBER 31ST COMMUNITY CAPITAL CAMPAIGNS, EDUCATIONAL INSTITUTION CAPITAL CAMPAIGNS AND EDUCATIONAL PROGRAMS IN GUILFORD, RANDOLPH AND SURRY COUNTIES IN NC. ACTION GREENSBORO 122 N ELM STREET SUITE 110 GREENSBORO NC 27401 N/A PC GRANT 10000 ALLEGHANY MEMORIAL HOSPITAL FOUNDATION 233 DOCTORS STREET SPARTA NC 28675 N/A PC GRANT 50000 APPALACHIAN STATE UNIVERSITY PO BOX 32059 BOONE NC 28608 N/A PC SCHOLARSHIP 137617 BARTON COLLEGE PO BOX 5000 WILSON NC 27893 N/A PC SCHOLARSHIP 3000 BELMONT ABBEY COLLEGE 100 BELMONT-MT HOLLY RD BELMONT NC 28012 N/A PC SCHOLARSHIP 9500 BRIGHAM-YOUNG UNIVERSITY-UT A-41 ABRAHAM SMOOT BLDG PROVO UT 84602 N/A PC SCHOLARSHIP 2500 CAMPBELL UNIVERSITY PO BOX 70 BUIES CREEK NC 27506 N/A PC SCHOLARSHIP 7000 CANTERBURY SCHOOL 5400 OLD LAKE JEANETTE RD GREENSBORO NC 27455 N/A PC GRANT 20000 CATAWBA COLLEGE 2300 WEST INNES ST SALISBURY NC 28144 N/A PC SCHOLARSHIP 10800 CENTER FOR CREATIVE LEADERSHIP 1 LEADERSHIP PLACE GREENSBORO NC 27410 N/A PC GRANT 80000 CITY OF ASHEBORO PO BOX 1106 ASHEBORO NC 27204 N/A GOV GRANT 80000 CLEMSON UNIVERSITY 105 SIKES HALL BOX 345124 CLEMSON SC 29634 N/A PC SCHOLARSHIP 12500 COMMUNITY FOUNDATION OF GREATER GREENSBORO 301 N ELM STREET SUITE 100 GREENSBORO NC 27401 N/A PC GRANT 100000 DAVIDSON COLLEGE PO BOX 7162 DAVIDSON NC 28035 N/A PC SCHOLARSHIP 402500 EAST CAROLINA UNIVERSITY SPILMAN BUILDING GREENVILLE NC 27858 N/A PC SCHOLARSHIP 1000 EASTERN MENNONITE UNIVERSITY 1200 PARK ROAD HARRISONBURG VA 22802 N/A PC SCHOLARSHIP 1000 ELKIN CITY SCHOOLS 202 WEST SPRING ST ELKIN NC 28621 N/A PC GRANT 98701 ELON UNIVERSITY CAMPUS BOX 2700 ELON NC 27244 N/A PC SCHOLARSHIP 33000 GARDNER-WEBB UNIVERSITY PO BOX 997 BOILING SPRINGS NC 28017 N/A PC SCHOLARSHIP 18500 GUILFORD COLLEGE 5800 WEST FRIENDLY AVE GREENSBORO NC 27410 N/A PC SCHOLARSHIP 210000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE SUITE E GREENSBORO NC 27407 N/A PC GRANT 100000 LEE UNIVERSITY 1120 N OCOEE STREET CLEVELAND TN 27590 N/A PC SCHOLARSHIP 10000 LEES-MCRAE COLLEGE PO BOX 128 BANNER ELK NC 28604 N/A PC SCHOLARSHIP 8200 LENOIR-RHYNE COLLEGE PO BOX 128 BANNER ELK NC 28604 N/A PC SCHOLARSHIP 25000 MARS HILL UNIVERSITY PO BOX 370 MARS HILL NC 28754 N/A PC SCHOLARSHIP 1000 MCCALLIE SCHOOL 500 DODDS AVENUE CHATTANOOGA TN 37404 N/A PC GRANT 100000 MONTREAT COLLEGE 310 GAITHER CIRCLE MONTREAT NC 28757 N/A PC SCHOLARSHIP 5500 MT AIRY CITY SCHOOLS 202 HYLTON ST MT AIRY NC 27030 N/A PC GRANT 51324 NORTH CAROLINA STATE UNIVERSITY BOX 7302 / 2005 HARRIS HALL RALEIGH NC 27695 N/A PC SCHOLARSHIP 73000 NORTH CAROLINA TEXTILE FOUNDATION 1020 MAIN CAMPUS DRIVE RALEIGH NC 27606 N/A PC GRANT 100000 OLD DOMINION UNIVERSITY 121 ALFRED B ROLLINS JR HALL NORFOLK VA 23529 N/A PC SCHOLARSHIP 5000 OPERATION XCEL PO BOX 412 STOKESDALE NC 27357 N/A PC GRANT 50000 PFEIFFER UNIVERSITY PO BOX 960 MISENHEIMER NC 28109 N/A PC SCHOLARSHIP 5000 SALEM COLLEGE 601 S CHURCH STREET WINSTONSALEM NC 27101 N/A PC SCHOLARSHIP 9750 SALVATION ARMY OF SURRY COUNTY P O BOX 443 MT AIRY NC 27030 N/A PC GRANT 10000 STANFORD UNIVERSITY 355 GALVEZ STREET STANFORD CA 94305 N/A PC SCHOLARSHIP 2000 TEACH FOR AMERICA NC PIEDMONT TRIAD PO BOX 398504 SAN FRANCISCO CA 94139 N/A PC GRANT 25000 THE GEORGE WASHINGTON UNIVERSITY 525 FELLOWSHIP ROAD WASHINGTON DC 27752 N/A PC SCHOLARSHIP 10000 UNC CHAPEL HILL CAROLINA COLLEGE ADVISING PROGRAM UNIVERSITY DEVELOPMENT C/O BANK OF AMERICA LOCKBOX SERVICES PO BOX 402 ATLANTA GA 30384 N/A PC GRANT 170000 UNC-CHAPEL HILL 103 BYRUM HALL CHAPEL HILL NC 27599 N/A PC SCHOLARSHIP 124550 UNC-CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 N/A PC SCHOLARSHIP 51000 UNC-GREENSBORO PO BOX 26177 GREENSBORO NC 27402 N/A PC SCHOLARSHIP 317000 UNC-WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 N/A PC SCHOLARSHIP 37500 UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27415 N/A PC GRANT 50000 UNIVERSITY OF TENNESSEE 211 STUDENT SERVICES BLDG KNOXVILLE TN 37996 N/A PC SCHOLARSHIP 22500 VIRGINIA POLYTECHNIC INST& STATE UNIV 800 WASHINGTON ST SW BLACKSBURG VA 24061 N/A PC SCHOLARSHIP 10000 WAKE FOREST UNIVERSITY PO BOX 7246 WINSTONSALEM NC 27109 N/A PC SCHOLARSHIP 3500 WEST VIRGINIA UNIVERISTY PO BOX 6004 MORGANTOWN WV 26506 N/A PC SCHOLARSHIP 12500 WESTERN CAROLINA UNIVERSITY 1 UNIVERSITY WAY HFR ADMINISTRATION BUILDING CULLOWHEE NC 28723 N/A PC SCHOLARSHIP 31500 WINGATE UNIVERSITY CAMPUS BOX 3001 WINGATE NC 28174 N/A PC SCHOLARSHIP 16000 YWCA 1807 EAST WENDOVER AVE GREENSBORO NC 27405 N/A PC GRANT 25000 BACKPACK BEGINNINGS 1852 BANKING ST 9024 GREENBORO NC 27408 N/A PC GRANT 50000 COKER UNIVERSITY 300 E COLLEGE AVE HARTSVILLE SC 29550 N/A PC SCHOLARSHIP 1000 COMMUNITIES IN SCHOOLS OF GREATER GREENSBORO 122 N ELM STREET SUITE 301 GREENSBORO NC 27401 N/A PC GRANT 189000 DOWNTOWN GREENSBORO FOUNDATION 536 SOUTH ELM STREET GREENSBORO NC 27406 N/A PC GRANT 5000 FRIENDS OF THE NC STATE MUSEUM OF NATURAL PO BOX 26928 RALEIGH NC 27611 N/A PC GRANT 25000 GREENSBORO LITERARY ORGANIZATION 304 S ELM ST GREENSBORO NC 27401 N/A PC GRANT 30000 GROVE CITY COLLEGE 100 CAMPUS DR GROVE CITY PA 16127 N/A PC SCHOLARSHIP 4099 JOHN HOPKINS UNIVERSITY 146 GARLAND HALL 3400 CHARLES ST BALTIMORE MD 21218 N/A PC SCHOLARSHIP 500 JUNIOR ACHIEVEMENT OF THE TRIAD INC 3220 NORTHLINE AVE GREENSBORO NC 27408 N/A PC GRANT 50000 MINGLEWOOD FARM AND NATURE PRESERVE 238 MINGLEWOOD ROAD WESTFIELD NC 27053 N/A PC GRANT 32000 QUEENS UNIVERSITY OF CHARLOTTE 1900 SALWYN AVE CHARLOTTE NC 28274 N/A PC SCHOLARSHIP 12500 READY FOR SCHOOL READY FOR LIFE PO BOX 13844 GREENSBORO NC 27415 N/A PC GRANT 50000 SALEM ACADEMY 601 S CHURCH ST WINSTONSALEM NC 27101 N/A PC GRANT 166667 THE ROTARY CAROUSEL LLC 330 S GREEN ST SUITE 304 GREENSBORO NC 27401 N/A PC GRANT 10000 TREES NC PO BOX 1567 ASHEBORO NC 27204 N/A PC GRANT 88000 UNC-PEMBROKE PO BOX 1510 PEMBROKE NC 28372 N/A PC SCHOLARSHIP 5000 3468208 BACKPACK BEGINNINGS 1852 BANKING ST 9024 GREENBORO NC 27408 N/A PC GRANTGRANTGRANT 200000 COMMUNITIES IN SCHOOLS 122 N ELM STREET SUITE 301 GREENSBORO NC 27401 N/A PC GRANT 144000 JUNIOR ACHIEVEMENT 3220 NORTHLINE AVE GREENSBORO NC 27408 N/A PC GRANT 100000 TEACH FOR AMERICA PO BOX 398504 SAN FRANCISCO CA 94139 N/A PC GRANT 25000 CFGG - ENDOWMENT TO ENGAGE YOUTH 301 N ELM STREET SUITE 100 GREENSBORO NC 27401 N/A PC GRANT 10000 GREENSBORO CHILDREN'S MUSEUM 220 N CHURCH ST GREENSBORO NC 27401 N/A PC GRANT 125000 ACKLAND ART MUSEUM 101 S COLUMBIA ST CHAPEL HILL NC 27599 N/A PC GRANT 40000 GREENSBORO DAY SCHOOL 5401 LAWNDALE DR GREENSBORO NC 27455 N/A PC GRANT 15000 PRESERVATION GREENSBORO 447 W WASHINGTON ST GREENSBORO NC 27401 N/A PC GRANT 10000 669000 14 133 525990 8270 14 1585330 525990 16 525990 -453 14 453 525990 10 14 12241 525990 87898 18 3769490 525990 -11837 01 83904 5367647 0 5451551 4 INVESTMENT IN STATE BONDS FOR CONSISTENT INCOME TO FUND SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 55305 11061 44244 PIMCO FUNDS 2479709 2479709 BANK OF NORTH CAROLINA STOCK 21191 21191 VANGUARD DIVIDEND FUND 15585322 15585322 BOSTWICK COMPOUND OFFSHORE LTD FMV 4034073 4034073 CANYON DISTRESSED OPPORTUNITY FUND FMV 6067 6067 CANYON DISTRESSED OPPORTUNITY FUND III FMV 737427 737427 CANYON REALIZATION FUND FMV 3070403 3070403 CASDIN PRIVATE GROWTH FMV 1015193 1015193 CASDIN PRIVATE GROWTH EQUITY FUND II FMV 297256 297256 DODGE AND COX FMV 2093208 2093208 EDGEWOOD GROWTH FUND FMV 8919933 8919933 GQG PARTNERS FUND FMV 996882 996882 GS MEZZANINE V LP FMV 8080 8080 GS WHITEHALL REAL ESTATE FUND FMV 18174 18174 HARBINGER DISTRESSED DEBT FUNDS FMV 2815 2815 INDUS ASIA PACIFIC FUND II FMV 24089 24089 INDUS SELECT FUND FMV 3602356 3602356 KABOUTER INTERNATIONAL FUND FMV 1674890 1674890 LEXINGTON PARTNERS FMV 1559400 1559400 MAVERICK STABLE FUND FMV 8787057 8787057 MORGAN STANLEY RE OFFSHORE GLOBAL FUND FMV 49092 49092 NEON LIBERTY EMERGING MKTS FMV 3682975 3682975 NEWPORT ASIA INSTITUTIONAL FUND FMV 2402317 2402317 NUT TREE DOWNDOWN FUND FMV 496038 496038 SELECT EQUITY OFFSHORE FUND FMV 2115817 2115817 SHEARWATER OFFSHORE SECURITIES FMV 2276815 2276815 SPYGLASS CAPITAL FUND FMV 1023352 1023352 DAVIDSON KEMPER INTERNATIONAL FMV 423961 423961 LEGAL FEES 114430 114320 110 OFFICE SUPPLIES 3142 515 2062 INSURANCE 15901 3180 12721 SANTA BARBARA ENVIRONMENTAL EXPENSE 435756 435756 0 DUES AND SUBSCRIPTIONS 3042 608 2434 NEWPORT ASIA K-1 0 -28669 0 WHITEHALL K-1 0 -5127 0 NORTH HAVEN K-1 0 -165 0 KABOUTER K-1 0 -20559 0 LEXINGTON K-1 0 -41773 0 LCP IX K-1 0 -761 0 CASDIN GROWTH FUND K-1 0 -9545 0 CASDIN GROWTH FUND II K01 0 -229 0 UNREALIZED GAINS 2750022 INCOME TAX PAYABLE 14831 27730 OTHER PROFESSIONAL FEES 250 50 200 INVESTMENT MANAGEMENT 128828 128828 0 INCOME TAXES 64685 0 0 PAYROLL TAXES 17403 3481 13922 FOREIGN INVESTMENT TAXES 0 4544 0