2025-11-17T11:35:41-06:00 2024-12-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990PF 2024-01-01 562156876 THE EDWARD M ARMFIELD SR FOUNDATION I EDWA 3362737519 324 W WENDOVER AVE 130 GREENSBORO NC 27408 MELINDA OAKLEY OFFICER 3362737519 2025-11-15 1 1 LAURA HARTLEY P01243854 3362759886 2025-11-12 2024 2025-03-06 01:10:19Z X 46433925 X X 57809 57809 1771694 1850123 4666542 11940759 4933817 313906 -1707 6809951 6840042 181721 36344 145377 91300 18260 73040 8653 1731 6922 20134 18282 1852 60360 12072 48288 137925 137725 200 112184 23710 14862 1099 0 27493 5440 21761 2127 425 1701 46186 99517 35972 689182 353506 349975 3067322 2324963 3756504 353506 2674938 3053447 6486536 3 1 1 2507955 2733096 2733096 112410 76449 76449 10856990 6630151 6630151 3155134 3357476 3357476 36009437 31346215 31346215 57594 52160 4699 5434 5434 896493 2285103 2285103 53543121 46433925 46433925 107772 5276 3510123 4254983 10078392 121493 13696287 4381752 X 39846834 42052173 39846834 42052173 53543121 46433925 39846834 3053447 0 42900281 848108 42052173 VANGUARD FUNDS P 2023-12-31 2024-12-31 5000000 2636668 2363332 2363332 DODGE & COX P 2023-12-31 2024-12-31 500000 370104 129896 129896 BOSTWICK COMPOUND P 2023-12-31 2024-12-31 1031991 752344 279647 279647 SELECT EQUITY P 2023-12-31 2024-12-31 1000000 628692 371308 371308 EDGEWOOD GROWTH P 2023-12-31 2024-12-31 2000000 800252 1199748 1199748 SHEARWATER OFFSHORE LTD P 2023-12-31 2024-12-31 19776 11365 8411 8411 SPYGLASS GROWTH FUND P 2023-12-31 2024-12-31 2000030 1685830 314200 314200 NEWPORT ASIA K-1 P 2023-12-31 2024-12-31 299705 299705 299705 LEXINGTON CAPITAL K-1 P 2023-12-31 2024-12-31 51038 51038 51038 LCP IX K-1* P 2023-12-31 2024-12-31 2955 2955 2955 CASDIN GROWTH K-1 P 2023-12-31 2024-12-31 47508 -47508 -47508 CASDIN GROWTH II K-1 P 2023-12-31 2024-12-31 32398 32398 32398 NEON LIBERTY K-1 P 2023-12-31 2024-12-31 74179 -74179 -74179 LEXINGTON CAPITAL K-1 453(A)(C) P 2023-12-31 2024-12-31 2866 2866 2866 4933817 90163 0 90163 0 90163 28521 0 31000 0 59521 X 2923 33565 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 6000 0 0 PHIFER CRUTE 5528 LINDA ROSA AVE LAJOLLA CA 92037 DIRECTOR 2.00 6000 0 0 JAMES C B HANCOCK 177 BLEECKER ST 12 NEW YORK NY 10012 DIRECTOR 2.00 6000 0 0 R DAVID SPRINKLE 3017 VERBENA LN GREENSBORO NC 27410 DIRECTOR 2.00 6000 0 0 MELINDA W OAKLEY 1911 LAFAYETTE AVE GREENSBORO NC 27408 OFFICER 40.00 147302 4419 0 LAURA ARMFIELD CANNON 101 MANNING DRIVE CHAPEL HILL NC 27514 DIRECTOR 2.00 6000 0 0 DIANA HEDGSPETH 324 W WENDOVER AVE - STE 130 GREENSBORO NC 27408 OFFICE MGR 40.00 91300 2739 0 0 MONTICELLO ASSOCIATES 1800 LARIMER STREET DENVER CO 80202 ASSET MANAGEMENT CONSULTANT 137500 DMJPS PLLC 703 GREEN VALLEY ROAD STE 201 GREENSBORO NC 27408 ACCOUNTING 60360 0 0 11319638 3478113 34804140 49601891 0 0 49601891 744028 48857863 2442893 2442893 90163 90163 2352730 2500 2355230 0 2355230 2674938 0 2674938 2355230 0 0 604583 770118 1374701 2674938 0 0 0 2355230 319708 0 0 1694409 0 0 0 0 0 0 0 1694409 604583 770118 319708 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 OPERATIONAL SUPPORT, CAMPUS GSO, BUILD S.M.A.R.T COMMS CAPAIGN 75000 APPALACHIAN STATE UNIVERSITY PO BOX 32059 BOONE NC 286082059 N/A PC SCHOLARSHIP 96291 CAMPBELL UNIVERSITY 143 MAIN ST BUIES CREEK NC 27506 N/A PC SCHOLARSHIP 12000 CENTER FOR CREATIVE LEADERSHIP 1 LEADERSHIP PLACE GREENSBORO NC 27410 N/A PC SURRY COUNTY SCHOOLS LEADERSHIP INITIATIVE 80000 CHILDREN'S HOME SOCIETY OF NORTH CAROLINA 604 MEADOW STREET GREENSBORO NC 27405 N/A PC STRATEGIC PLAN IMPLEMENTATION 25000 CITY OF ASHEBORO PO BOX 1106 ASHEBORO NC 27204 N/A PC ZOO CITY SPORTS COMPLEX 40000 COASTAL CAROLINA UNIVERSITY 100 CHANTICLEER DR E CONWAY SC 29634 N/A PC SCHOLARSHIP 12500 COMMUNITIES IN SCHOOLS 122 N ELM STREET SUITE 301 GREENSBORO NC 27405 N/A PC GRANT 187500 DAVIDSON COLLEGE PO BOX 7162 DAVIDSON NC 28035 N/A PC GRANT DAVIDSON TRUST 200000 DAVIDSON COLLEGE PO BOX 7162 DAVIDSON NC 28035 N/A PC SCHOLARSHIP 3750 EAST CAROLINA UNIVERSITY SPILMAN BUILDING GREENVILLE NC 278584353 N/A PC SCHOLARSHIP 7400 ELKIN COUNTY SCHOOLS 202 WEST SPRING ST ELKIN NC 286213448 N/A PC SUPPORT ESL PROGRAMS 20000 ELON UNIVERSITY CAMPUS BOX 2700 ELON NC 27244 N/A PC SCHOLARSHIP 12500 FERRUM COLLEGE 215 FERRUM MOUNTAIN RD FERRUM VA 24088 N/A PC SCHOLARSHIP 11000 GARDNER-WEBB UNIVERSITY PO BOX 997 BOILING SPRINGS NC 28017 N/A PC SCHOLARSHIP 10000 GEORGIA INSTITUTE OF TECHNOLOGY 225 NORTH AVENUE ATLANTA GA 30332 N/A PC SCHOLARSHIP 1000 GREENSBORO CHILDREN'S MUSUEM 220 N CHURCH ST GREENSBORO NC 27401 N/A PC BUILDING FOR THE FUTURE CAPITAL CAMPAIGN 25000 GREENSBORO COLLEGE 815 W MARKET ST GREENSBORO NC 27401 N/A PC SCHOLARSHIP 10000 GREENSBORO DAY SCHOOL 5401 LAWNDALE DR GREENSBORO NC 27455 N/A PC SUPPORT FOR PUBLIC PURPOSE PROJECTS 5000 GREENSBORO LITERARY ORGANIZATION - GREENSBORO BOUND PO BOX 4145 GREENSBORO NC 27435 N/A PC OPERATING SUPPORT FOR GREENSBORO BOUND 40000 GROVE CITY COLLEGE 100 CAMPUS DR GROVE CITY NC 16127 N/A PC SCHOLARSHIP 5000 GUILFORD COLLEGE 5800 WEST FRIENDLY AVE GREENSBORO NC 27410 N/A PC SCHOLARSHIP 6000 GUILFORD EDUCATION ALLIANCE 311 POMONA DRIVE SUITE E GREENSBORO NC 27407 N/A PC GRANT 25000 HIGH POINT UNIVERSITY 1 N UNIVERSITY PKWY HIGH POINT NC 27268 N/A PC SCHOLARSHIP 27500 JOHN HOPKINS UNIVERSITY GARLAND HALL B075 3400 N CHARLES STR BALTIMORE MD 21218 N/A PC SCHOLARSHIP 14500 LEES-MCRAE COLLEGE 191 MAIN ST W BANNER ELK NC 28604 N/A PC SCHOLARSHIP 1500 LENOIR-RHYNE UNIVERSITY 625 7TH AVE PL NE HICKORY NC 28604 N/A PC SCHOLARSHIP 40000 LIMESTONE COLLEGE 1115 COLLEGE DR GAFFNEY SC 29340 N/A PC SCHOLARSHIP 5000 MEREDITH COLLEGE 3800 HILLSBOROUGH ST RALEIGH NC 27607 N/A PC SCHOLARSHIP 17500 MIDDLEBURY COLLEGE 84 S SERVICE RD MIDDLEBURY VT 05753 N/A PC SCHOLARSHIP 11000 MONTREAT COLLEGE 310 GAITHER CIRCLE MONTREAT NC 28757 N/A PC SCHOLARSHIP 45000 MOTIVATIONAL FOUNDATION THE BLAKE ODUM PO BOX 13144 GREENSBORO NC 27415 N/A PC GRANT 50000 MT AIRY CITY SCHOOLS 202 HYLTON ST MT AIRY NC 27030 N/A PC FUNDING FOR ENGLISH AS A SECOND LANGUAGE PROGRAMS 20000 NCCJ 713 NORTH GREENE ST GREENSBORO NC 27401 N/A PC GRANT 25000 NORTH CAROLINA CENTRAL UNIVERSITY PO BOX 19496 DURHAM NC 27707 N/A PC SCHOLARSHIP 5000 NORTH CAROLINA STATE UNIVERSITY BOX 7302 / 2005 HARRIS HALL RALEIGH NC 276957302 N/A PC SCHOLARSHIP 97000 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 66667 SALEM COLLEGE 601 S CHURCH ST WINSTONSALEM NC 27101 N/A PC SCHOLARSHIP 2000 SALVATION ARMY OF SURRY COUNTY P O BOX 443 MT AIRY NC 27030 N/A PC ANNUAL HOLDIAY GIFT TO SUPPORT OPERATIONS 20000 SECOND HARVEST FOOD BANK OF NC 3330 SHOREFAIR DRIVE WINSTONSALEM NC 27105 N/A PC GRANT 5000 SHIFTED 125 S ELM ST 500 GREENSBORO NC 27401 N/A PC CAROLINA COLLEGE ADVISING CORPS GRANT 500000 SURRY COMMUNITY COLLEGE 630 S MAIN STREET DOBSON NC NC 27017 N/A PC SCHOLARSHIP 2500 THE COMMUNITY FOUNDATION OF WESTERN CAROLINA 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 N/A PC GRANT 5155 UNC-CHAPEL HILL 103 BYRUM HALL CHAPEL HILL NC 27599 N/A PC SCHOLARSHIP 66500 UNC - CAROLINA COLLEGE ADVISING CORPS UNIVERSITY DEVELOPMENT C/O BANK OF AMERICA LOCKBOX SERVICES PO BOX 402 ATLANTA GA 303842420 PC CAROLINA COLLEGE ADVISING CORPS GRANT 200000 UNC-CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 N/A PC SCHOLARSHIP 70000 UNC-GREENSBORO PO BOX 26177 GREENSBORO NC 27402 N/A PC SCHOLARSHIP 1000 UNC - GREENSBORO -BRINGING OUT THE BEST PO BOX 26177 GREENSBORO NC 27402 N/A PC GRANT 20000 UNC-WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 N/A PC SCHOLARSHIP 24500 UNIVERSITY OF CENTRAL ARKANSAS 210 DONAGHEY AVE CONWAY AR 72035 N/A PC SCHOLARSHIP 5000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 N/A PC SCHOLARSHIP 12500 UNIVERSITY OF TENNESSEE 211 STUDENT SERVICES BLDG KNOXVILLE TN 37996 N/A PC SCHOLARSHIP 12500 VIRGINIA CENTRAL UNIVERSITY 1015 FLOYD AVE RICHMOND VA 23284 N/A PC SCHOLARSHIP 5000 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 14000 WESTERN CAROLINA UNIVERSITY HFR ADMINISTRATION BUILDING CULLOWHEE NC 28723 N/A PC SCHOLARSHIP 1200 2324963 0 14 57809 525990 2074 14 1769620 525990 994 525990 -23 14 14 315989 525990 2008 18 4664534 525990 -3054 01 1999 6807952 0 6809951 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 60360 12072 48288 FORM 990-PF, PART VII-B, LINE 1A(4) - FORM 4720 EXCEPTION EXPLANATION: THE ORGANIZATION PAYS REASONABLE COMPENSATION TO SOME OFFICERS OF THE CORPORATION. THIS MEETS THE EXCEPTION; THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. PIMCO FUNDS 3357476 3357476 BANK OF NORTH CAROLINA STOCK 25190 25190 VANGUARD DIVIDEND FUND 6604961 6604961 BOSTWICK COMPOUND OFFSHORE LTD FMV 984473 984473 CANYON DISTRESSED OPPORTUNITY FUND III FMV 830208 830208 CANYON REALIZATION FUND FMV 3505722 3505722 CASDIN PRIVATE GROWTH FMV 702539 702539 CASDIN PRIVATE GROWTH EQUITY FUND II FMV 856155 856155 DODGE AND COX FMV 1840354 1840354 EDGEWOOD GROWTH FUND FMV 4602313 4602313 GQG PARTNERS FUND FMV 1078943 1078943 HARBINGER DISTRESSED DEBT FUNDS FMV 704 704 INDUS SELECT FUND FMV 3641504 3641504 LEXINGTON PARTNERS FMV 1750712 1750712 MAVERICK STABLE FUND FMV 5631890 5631890 MORGAN STANLEY RE OFFSHORE GLOBAL FUND FMV 3150 3150 NUT TREE DOWNDOWN FUND FMV 880262 880262 SELECT EQUITY OFFSHORE FUND FMV 1931362 1931362 SHEARWATER OFFSHORE SECURITIES FMV 69836 69836 SPYGLASS CAPITAL FUND FMV 1760840 1760840 DAVIDSON KEMPER INTERNATIONAL FMV 1230961 1230961 NEON LIBERTY LORIKEET MASTER FUND FMV 44287 44287 LEGAL FEES 20134 18282 1852 INCOME TAX RECEIVABLE 6497 0 0 SALES TAX RECEIVABLE 1378 1578 1578 RECEIVBLE FROM REDEMPTION OF INVESTMENTS 888618 2283525 2283525 UNREALIZED LOSSES 848108 SANTA BARBARA ENVIRONMENTAL EXPENSE 1792 1792 0 DUES AND SUBSCRIPTIONS 3451 690 2761 INSURANCE 19071 3814 15257 OFFICE SUPPLIES 21099 4295 17181 SCHOLARSHIP EXPENSES 773 0 773 OTHER DEDUCTIONS FROM K1S 0 88926 0 NEWPORT ASIA K-1 303253 -10976 303253 LEXINGTON K-1 49856 13812 49856 LCP IX K-1 0 1007 0 CASDIN GROWTH FUND K-1 -59239 293 -59239 CASDIN GROWTH FUND II K01 20746 -56 20746 NEON LIBERTY FUND 0 -5787 0 MISC -710 0 -710 SETTLEMENT PAYABLE 10000000 0 LEASE PAYABLE 78392 56578 INCOME TAX PAYABLE 0 64915 OTHER PROFESSIONAL FEES 137925 137725 200 FOREIGN TAXES 0 19994 0 PAYROLL TAXES 18578 3716 14862 FEDERAL TAXES 93606 0 0