ARMAT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARMAT FOUNDATION INC (EIN 56-2045002)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-01
- IRS object ID
- 201521829349100607
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-01T14:47:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J SAMUEL GENTRY JR CPA | PreparerPersonNm |
| PTIN | P00395269 | PTIN |
| Phone | 3367898989 | PhoneNum |
| Preparation | 2015-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,264,013 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,363 | 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 | $8,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,819 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,987 | CashBOYAmt |
| Cash EOY | $36,372 | CashEOYAmt |
| Cash EOYFMV | $36,372 | CashEOYFMVAmt |
| Acct Rcvbl | $360 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,950 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $360 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $360 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,520 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,280 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,801,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,734,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,225,001 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,835,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,773,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,264,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,835,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,773,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,835,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,773,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,835,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,773,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,835,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,773,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,773,178 | 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 | $26,224 | $25,000 | $1,224 | $1,224 |
| PUBLICLY TRADED SECURITIES | P | $376,029 | $378,179 | -$2,150 | -$2,150 |
| CAPITAL GAINS DIVIDENDS | P | $1,561 | $1,561 | $1,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,640 | OverpaymentAmt |
| Applied To ES Tax | $1,640 | 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 |
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 | $2,111,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,824 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,143,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,143,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,153 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,111,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $640 | TotalTaxAmt |
| Distributable Before Adj | $104,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,524 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,524 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,211 | 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 | $90,718 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $25 |
| CHURCH OF GOD OF PROPHECY | ||||||
| PO BOX 699 | JAMESTOWN | NC | 27282 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $120 |
| CROSSNORT SCHOOL | ||||||
| 100 DAR SRIVE | CROSSNORE | NC | 28616 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $50 |
| FIRST BAPTIST CHURCH OF YADKINVILLE | ||||||
| 304 SOUTH STATE STREET | YADKINVILLE | NC | 27055 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 326 SOUTH MAIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| GIDEONS INTERNATIONAL | ||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| GRACE MORAVIAN CHURCH | ||||||
| 1401 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $45 |
| HAYMORE CHURCH | ||||||
| 319 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $950 |
| JUVENILE DIABETES RESEARCH FUND | ||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $25 |
| KANAWHA VALLEY SENIOR SERVICES | ||||||
| 2428 KENAWHA BLVD EAST | CHARLESTON | WV | 25311 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| KING MORAVIAN CHURCH | ||||||
| 228 WEST DALTON ROAD | KING | NC | 27021 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| LAURAL RIDGE CAMP | ||||||
| 124 PENDRY DRIVE | LAUREL SPRINGS | NC | 28644 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $50 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2000 L STREET NW STE 410 | WASHINGTON | DC | 20036 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| MORAVIAN CHURCH | ||||||
| 459 S CHURCH ST | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PURLIC | SPIRITUAL LIFE RETREAT FUND | $5,000 |
| MOUNT AIRY LIONS CLUB LADIES | ||||||
| 1018 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| MOUNT AIRY MUSEUM OF REGIONAL HISTORY | ||||||
| 301 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | ENDOWMENT FUND | $61,100 |
| MOUNT AIRY RESTORATION FOUNDATION | ||||||
| 301 MOORE AVENUE | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $7,200 |
| MOUNT AIRY WESLEYAN CHURCH | ||||||
| 2063 SOUTH MAIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $200 |
| NC LAW ENFORCEMENT ASSISTANCE PROGRAM | ||||||
| 6255 TOWNCENTER DRIVE STE 651 | CLEMMONS | NC | 27012 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $200 |
| NC SHERIFFS' ASSOCIATION | ||||||
| PO BOX 20049 | RALEIGH | NC | 27619 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $25 |
| NORTH CAROLINA COMMUNITY FOUNDATION | ||||||
| 4601 SIX FORKS ROAD STE524 | RALEIGH | NC | 27609 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $3,000 |
| OIIVET MORAVIAN CHURCH | ||||||
| 2205 OLIVET CHURCH ROAD | WINSTONSALEM | NC | 27106 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $50 |
| ORDER OF EASTERN STAR OF NC | ||||||
| 212 FRANKLIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| PITTSBORO UNITED METHODIST CHURCH | ||||||
| 71 WEST STREET | PITTSBORO | NC | 27312 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $25 |
| PRESERVATION NORTH CAROLINA | ||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $450 |
| SAINT TIMOTHY EPISCOPAL CHURCH | ||||||
| 2575 PLARKWAY DRIVE | WINSTONSALEM | NC | 27103 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| SHEPHERDS HOUSE | ||||||
| 319 SOUTH MAIN STREET STE 101 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $170 |
| SUNRISE ROTARY | ||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $100 |
| SURRY ARTS COUNCIL | ||||||
| 218 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $350 |
| SURRY MEDICAL MINISTRIES | ||||||
| 813 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $50 |
| UNITED FUND OF SURRY COUNTY | ||||||
| 200 NORTH MAIN STREET SUITE 105 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $1,000 |
| YMCA OF NORTHWEST NC | ||||||
| 301 NORTH MAIN ST STE 1900 | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PURLIC | UNRESTRICTED | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,285 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,363 | 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 | $8,900 | Amt |
| Net Investment Income | $4,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,450 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY ELECTS UNDER REG SEC 53.4942(A)-3(D)(2) THAT THE QUALIFYING DISTRIBUTIONS FOR 2011, TO THE EXTENT IT EXCEEDS 2010 UNDISTRIBUTED INCOME, BE MADE OUT OF 2008 UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $13,177 | $16,268 |
| APPLE INC | $9,051 | $15,895 |
| AUTOMATIC DATA PROCESSING | $10,115 | $14,256 |
| BB&T CORP 5.625% PFD | $7,631 | $9,047 |
| CITIGROUP INC, 6.875% PFD | $7,249 | $7,442 |
| COCA COLA | $14,250 | $14,566 |
| CREDIT SUISSE GP | $15,013 | $12,766 |
| DOVER CORP | $13,061 | $11,762 |
| EMERSON ELECTRIC CO | $13,064 | $13,766 |
| EXXON MOBIL CORP | $13,038 | $13,220 |
| FRANKLIN CONVT SEC FD CL ADV | $14,901 | $14,110 |
| GENUINE PARTS CO | $14,332 | $17,584 |
| GOTHAM ABSOLUTE RETURN FD INSTL CL | $29,895 | $30,365 |
| HARBOR INTERNATIONAL FD INSTL CL | $28,271 | $27,297 |
| HIGHLAND LONG/SHORT EQUITY FD CL Z | $29,872 | $29,457 |
| HONEYWELL INTERNATIONAL INC | $13,901 | $14,988 |
| ISHARES TR CORE MSCI EAF ETF | $57,837 | $58,418 |
| JOHNSON & JOHNSON | $11,773 | $14,535 |
| KAYNE ANDERSON MIDSTREAM ENERGY TRUST | $20,103 | $24,747 |
| KAYNE ANDERSON MLP | $20,803 | $21,724 |
| LINEAR TECHNOLOGY CORP | $12,041 | $14,501 |
| LOOMIS SAYLES SR FLOAT/FIXED INC FD CL I | $22,820 | $21,751 |
| LOOMIS SAYLES STRATEGIC INC FD CL Y | $42,111 | $42,867 |
| MAINSTAY MARKETFIELD FD CL I | $28,697 | $27,856 |
| METROPOLITAN WEST TOTAL RETURN BD FD CL I | $15,181 | $15,112 |
| MORGAN STANLEY PFD SER F | $7,360 | $7,451 |
| NORFOLK SOUTHERN | $11,667 | $14,797 |
| NORTHROP GRUMMAN CORP | $10,669 | $16,655 |
| OCCIDENTAL PETROLEUM CORP | $11,361 | $11,285 |
| PROCTER & GAMBLE CO | $13,824 | $15,759 |
| QUALCOMM INC | $13,975 | $14,123 |
| RAYTHEON CO | $11,363 | $16,334 |
| SPDR GOLD TRUST | $26,238 | $20,558 |
| SURREY BANCORP | $1,103,778 | $1,559,334 |
| TRANSAMERICA EMERGING MRKT DEBT FD CL I | $23,782 | $20,615 |
| WAL-MART STORES INC | $14,725 | $16,403 |
| WELLS FARGO COMPANY | $7,237 | $7,387 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,819 | Amt |
| Net Investment Income | $9,819 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 EXCISE TAX | $8,199 | $0 | $0 |
| FOREIGN TAX WITHHELD | $77 | $77 | $0 |
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