ARMAT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ARMAT FOUNDATION INC (EIN 56-2045002)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-23
- IRS object ID
- 201922049349100112
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-23T12:54:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204759472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LBA HAYNES STRAND PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1707 | AddressLine1Txt |
| City | MOUNT AIRY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562045002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMAT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMA | BusinessNameControlTxt |
| Phone | 3367864512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 GREENHILL ROAD | AddressLine1Txt |
| City | MOUNT AIRY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3367864512 | PhoneNum |
| Signature | 2019-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D CHAD STAFFORD CPA | PreparerPersonNm |
| PTIN | P01346852 | PTIN |
| Phone | 3367898989 | PhoneNum |
| Preparation | 2019-07-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.106.171.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-22 | IPDt |
| IP Tm | 09:59:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00627C4E83039E24BFD3CDD397C08B80C442FF59 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00627C4E83039E24BFD3CDD397C08B80C442FF59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,017,371 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $813 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $813 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,804 | 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 | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,278 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,786 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,753 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,945 | CashBOYAmt |
| Cash EOY | $78,521 | CashEOYAmt |
| Cash EOYFMV | $78,521 | CashEOYFMVAmt |
| Acct Rcvbl | $221 | AcctRcvblAmt |
| Acct Rcvbl BOY | $519 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $221 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $221 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $877 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,429 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,429 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,593,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,488,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,937,200 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,616,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,568,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,017,371 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,596,331 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,568,288 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,596,331 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,568,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,616,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,568,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,596,331 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,568,288 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,568,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $133,670 | $141,106 | -$7,436 | -$7,436 |
| PUBLICLY TRADED SECURITIES | P | $114,974 | $124,953 | -$9,979 | -$9,979 |
| CAPITAL GAINS DIVIDENDS | P | $1,545 | $1,545 | $1,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,081 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,886,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,480 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,773,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060604 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,891 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,125,281 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,111,388 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,742,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051863 | DistributionYr5Rt |
| Total Distribution | 0.244881 | TotalDistributionRt |
| Average Distribution | 0.048976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,274,167 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,086 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,429 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,429 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,814 | OverpaymentAmt |
| Applied To ES Tax | $1,814 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETTY WRIGHT | IndividualWithBooksNm |
| Phone | 3367864512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 GREENHILL ROAD | AddressLine1Txt |
| City | MOUNT AIRY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 270309474 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY WRIGHT | ||||||||
| 1234 GREENHILL ROAD | MOUNT AIRY | NC | 270309474 | PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| TAMRA WRIGHT THOMAS | ||||||||
| 1234 GREENHILL ROAD | MOUNT AIRY | NC | 270309474 | ASST. SEC. | 1.00 | $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 | $2,168,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,253 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,308,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,308,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,274,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,615 | TotalTaxAmt |
| Distributable Before Adj | $112,093 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,093 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,093 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,086 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,093 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,940 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,940 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,146 | 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 | $105,947 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BETTY WRIGHT | ContributingManagerNm |
| Contributing Manager | TAMRA WRIGHT THOMAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CURE FOR IBD | ||||||
| PO BOX 602 | JARTINSVILLE | NJ | 08836 | PC | UNRESTRICTED | $100 |
| FRIES MEMORIAL MORAVIAN CHURCH | ||||||
| 251 HAWTHORNE ROAD | WINSTONSALEM | NC | 27104 | PC | UNRESTRICTED | $100 |
| GREENSBORO URBAN MINISTRY | ||||||
| 305 WEST GATE CITY BOULEVARD | GREENSBORO | NC | 27406 | PC | UNRESTRICTED | $25 |
| GREENVILLE INPATIENT HOSPICE | ||||||
| 690 MEDICAL DRIVE | GREENVILLE | NC | 27835 | PC | UNRESTRICTED | $50 |
| HOME MORAVIAN CHURCH | ||||||
| 529 SOUTH CHURCH STREET | WINSTONSALEM | NC | 27101 | PC | UNRESTRICTED | $125 |
| J J JONES HIGH SCHOOL ALUMNI INC | ||||||
| PO BOX 6753 | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $200 |
| LIFESPAN INC | ||||||
| 1511 SHOPTON ROAD SUITE A | CHARLOTTE | NC | 28217 | PC | UNRESTRICTED | $50 |
| MOUNT AIRY MUSEUM OF REGIONAL HISTORY | ||||||
| 301 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $50,100 |
| MOUNT AIRY RESTORATION FOUNDATION | ||||||
| 301 MOORE AVENUE | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $900 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $101 |
| ONE WAY CHRISTIAN CHURCH | ||||||
| 212 NORTH MARSHALL STREET | GRAHAM | NC | 27253 | PC | UNRESTRICTED | $100 |
| PRESERVATION NORTH CAROLINA | ||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | PC | UNRESTRICTED | $750 |
| RONALD MCDONALD HOUSE | ||||||
| 529 MOYE BOULEVARD | GREENVILLE | NC | 27834 | PC | UNRESTRICTED | $50 |
| SALVATION ARMY | ||||||
| 651 S SOUTH STREET | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $50 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | UNRESTRICTED | $100 |
| SECU FAMILY HOUSE | ||||||
| 1970 BALDWIN LANE | WINSTONSALEM | NC | 27103 | PC | UNRESTRICTED | $250 |
| SUNRISE ROTARY | ||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $525 |
| SURRY COMMUNITY COLLEGE | ||||||
| 630 SOUTH MAIN STREET | DOBSON | NC | 27017 | PC | UNRESTRICTED | $35,110 |
| VOCE | ||||||
| 326 HOWARD STREET | MOUNT AIRY | NC | 27030 | PC | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,786 | 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 | $813 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$15,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $8,884 | $13,644 |
| ALPS/RED ROCKS LISTED PRIVATE EQUITY FD | $30,000 | $24,779 |
| AMGEN INC | $14,067 | $16,742 |
| APPLE INC | $13,141 | $20,033 |
| CITIGROUP INC | $16,065 | $15,149 |
| CITIGROUP INC, 6.875% PFD | $4,660 | $4,720 |
| EMERSON ELECTRIC CO | $6,190 | $6,035 |
| EXXON MOBIL CORP | $15,605 | $13,774 |
| F.N.B. CORP | $8,635 | $7,567 |
| GABELLI CONV & INC FD | $19,818 | $13,170 |
| GENERAL DYNAMICS CORP | $2,714 | $2,044 |
| GOLDMAN SACHS GRP INC FIXED-FLOATING PFD | $5,955 | $5,817 |
| INTEL CORP | $8,759 | $11,685 |
| ISHARES TR S&P US PFD | $29,971 | $27,213 |
| LOOMIS SAYLES STRATEGIC INC FD CL Y | $20,253 | $17,773 |
| LORD ABBETT FLOATING RATE FD CL F | $24,297 | $23,212 |
| MARTIN MARIETTA MATERIALS | $6,956 | $5,672 |
| MORGAN STANLEY PFD SER F | $4,731 | $4,662 |
| NUVEEN NORTH CAROLINA QLTY MUN FD | $30,012 | $28,320 |
| PFIZER INC | $9,704 | $14,055 |
| POWERSHARES KBW REGIONAL BANKING | $9,432 | $7,885 |
| PROSHARES RUSSELL 2000 DIVIDEND GROWERS | $14,295 | $15,125 |
| RAYTHEON CO | $9,381 | $9,354 |
| REGIONS FINANCIAL CORP | $10,410 | $10,584 |
| SURREY BANCORP | $1,103,778 | $1,567,131 |
| TEXAS CAP BANCSHARES INC | $6,274 | $3,934 |
| UNITED TECHS CORP | $5,644 | $5,963 |
| VANGUARD S&P MID-CAP 400 VAKYE FD | $19,043 | $18,087 |
| VERIZON COMMUNICATIONS | $7,683 | $8,658 |
| WELLS FARGO COMPANY FIXED-TO-FLOATING 5.85% | $9,901 | $9,533 |
| WESTERN DIGITAL CORP | $11,859 | $4,880 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN IN EXCESS OF CASH | Desc |
| BOY Book Value | $20,250 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,751 | Amt |
| Net Investment Income | $4,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2017 EXCISE TAX | CategoryTxt |
| Amt | $1,278 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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