ARMAT FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARMAT FOUNDATION INC (EIN 56-2045002)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201421969349100512
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-15T14:01:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561582677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES STRAND AND COMPANY PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1707 | AddressLine1 |
| City | MOUNT AIRY | City |
| State | NC | State |
| ZIP Code | 27030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MOUNT AIRY | City |
| State | NC | State |
| ZIP Code | 27030 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HYLTON WRIGHT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3367864512 | PhoneNum |
| Signature | 2014-07-09 | 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 | 2014-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,882,384 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $560 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,019,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,488 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $144,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,138 | 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 | $9,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,765 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,004 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,395 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,267 | CashBOYAmt |
| Cash EOY | $29,987 | CashEOYAmt |
| Cash EOYFMV | $29,987 | CashEOYFMVAmt |
| Acct Rcvbl | $1,950 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,604 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,950 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,950 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,161 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,520 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,520 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,757,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,746 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,757,740 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,796,181 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,797,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,835,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,882,384 | 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 | $1,797,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,835,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,797,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,797,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,835,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,797,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,835,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,835,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,018,394 | $914,176 | $104,218 | $104,218 |
| CAPITAL GAINS DIVIDENDS | P | $1,270 | $1,270 | $1,270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,488 | 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 | $2,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,020 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,745 | OverpaymentAmt |
| Applied To ES Tax | $1,745 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | AddressLine1 |
| City | MOUNT AIRY | City |
| State | NC | State |
| ZIP Code | 270309474 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,675,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,389 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,533 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,769,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,769,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,742,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,275 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,995 | IncomeTaxAmt |
| Total Tax | $6,270 | TotalTaxAmt |
| Distributable Before Adj | $80,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,878 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,395 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,395 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,395 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,041 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,395 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,041 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,354 | 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 | $71,524 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| BLUE RIDGE CARE NET COUNCELING | ||||||
| 131 WEST LEBANON STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| CAMPBELL UNIVERSITY | ||||||
| PO BOX 116 | BUIES CREEK | NC | 27506 | 509(A)(1)-(3) PUBLIC | BETTY & HYLTON WRIGHT DIVINITY ENDOWMENT SCHOLARSHIP | $50,000 |
| CHILDREN'S HOSPITAL OF THE KINGS DAUGHTERS | ||||||
| 601 CHILDRENS LANE | NORFOLK | VA | 23507 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $200 |
| CLEMMONS FIRST BAPTIST CHURCH | ||||||
| PO BOX 279 | CLEMMONS | NC | 27012 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| COMMUNITY CHRISTIAN CHURCH | ||||||
| 22184 NC HWY 125 | WILLIAMSTON | NC | 27892 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| COUNCIL ON AGING OF MARTIN COUNTY INC | ||||||
| 900 SE SALERNO ROAD | STUART | FL | 34997 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| DISABLED AMERICAN VETERANS | ||||||
| 3725 ALEXANDRIA PIKE | COLD SPRINGS | KY | 41076 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| DUKE UNIVERSITY | ||||||
| 324 BLACKWELL ST STE 920 | DURHAM | NC | 27701 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $200 |
| HAYMORE CHURCH | ||||||
| 319 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | HYLTON WRIGHT BENEVOLENT FUND | $27,700 |
| HOLY TRINITY EPISCOPAL CHURCH | ||||||
| 607 NORTH GREENE ST | GREENSBORO | NC | 27401 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| HOME MORAVIAN CHURCH | ||||||
| 529 SOUTH CHURCH STREET | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| LITTLE MOUNTAIN BAPTIST CHURCH | ||||||
| 324 LITTLE MOUNTAIN CHURCH RD | ARARAT | NC | 27007 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $500 |
| MORAVIAN CHURCH | ||||||
| 459 S CHURCH ST | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $55 |
| MOUNT AIRY AREA HABITAT FOR HUMANITY | ||||||
| 813 MERITA STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| MOUNT AIRY FIRE DEPARTMENT | ||||||
| 439 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,000 |
| MOUNT AIRY MUSEUM OF REGIONAL HISTORY | ||||||
| 301 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $400 |
| MOUNT AIRY RESCUE SQUAD | ||||||
| PO BOX 1053 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| MOUNT AIRY RESTORATION FOUNDATION | ||||||
| 301 MOORE AVENUE | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $200 |
| MOUNTAIN VALLEY HOSPICE | ||||||
| 401 TECHNOLOGY LANE STE 200 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,050 |
| NC LAW ENFORCEMENT ASSISTANCE PROGRAM | ||||||
| 6255 TOWNCENTER DRIVE STE 651 | CLEMMONS | NC | 27012 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $200 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 2600 VIRGINIA AVE NW STE 1000 | WASHINGTON | DC | 20037 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $45 |
| NEW BETHEL BAPTIST CHURCH | ||||||
| 1016 N TRADE ST | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| ORDER OF EASTERN STAR OF NC | ||||||
| 212 FRANKLIN STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $150 |
| PRESERVATION NORTH CAROLINA | ||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $300 |
| SALVATION ARMY | ||||||
| 651 SOUTH STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $200 |
| SANDY LEVEL COMMUNITY COUNCIL INC | ||||||
| 270 W VIRGINIA STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $500 |
| SHEPHERDS HOUSE | ||||||
| 319 SOUTH MAIN STREET STE 101 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $295 |
| SUNRISE ROTARY | ||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| SURRY ARTS COUNCIL | ||||||
| 218 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $250 |
| SURRY COMMUNITY COLLEGE | ||||||
| 630 SOUTH MAIN STREET | DOBSON | NC | 27017 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,000 |
| UNION PRIMITIVE BAPTIST CHURCH | ||||||
| 1090 BRAYFORD ROAD | DOBSON | NC | 27017 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| WAKE FOREST UNIVERSITY | ||||||
| 499 DEACON BOULEVARD | WINSTONSALEM | NC | 27105 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $125 |
| YMCA OF NORTHWEST NC | ||||||
| 301 NORTH MAIN ST STE 1900 | WINSTONSALEM | NC | 27101 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| ZEBULON BAPTIST CHURCH | ||||||
| 400 N ARENDELL AVE | ZEBULON | NC | 27597 | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,420 | 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 | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,481 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| MARKWEST ENERGY | 211110 | $5,109 |
| GLOBAL PARTNERS | 211110 | $17,700 |
| PAA NGS LP | 211110 | $6,925 |
| BUCKEYE PARTNERS LP | 211110 | $3,728 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $33,462 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,593 | 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 | $9,950 | Amt |
| Net Investment Income | $4,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,975 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CSX CORP | $12,817 | $14,069 |
| KAYNE ANDERSON MIDSTREAM ENERGY TRUST | $31,081 | $38,677 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3M COMPANY | AT COST | $9,919 | $12,903 |
| APPLE INC | AT COST | $11,422 | $14,587 |
| AUTOMATIC DATA PROCESSING | AT COST | $9,909 | $12,201 |
| BARRICK GOLD CORP | AT COST | $20,051 | $16,026 |
| BAXTER INTERNATIONAL INC | AT COST | $11,705 | $11,337 |
| BB&T CORP 5.625% PFD | AT COST | $7,631 | $7,611 |
| COCA COLA | AT COST | $12,302 | $12,310 |
| CREDIT SUISSE GP | AT COST | $13,388 | $13,999 |
| EMERSON ELECTRIC CO | AT COST | $9,924 | $12,211 |
| EXXON MOBIL CORP | AT COST | $9,948 | $11,334 |
| GLAXOSMITHKLINE PLC | AT COST | $13,292 | $13,988 |
| HARBOR INTERNATIONAL FD INSTL CL | AT COST | $30,242 | $33,290 |
| JOHNSON & JOHNSON | AT COST | $9,926 | $11,082 |
| LINEAR TECHNOLOGY CORP | AT COST | $9,929 | $12,344 |
| LOOMIS SAYLES SR FLOAT/FIXED INC FD CL I | AT COST | $23,244 | $23,004 |
| LOOMIS SAYLES STRATEGIC INC FD CL Y | AT COST | $46,415 | $47,489 |
| MAINSTAY MARKETFIELD FD CL I | AT COST | $36,672 | $40,644 |
| MCDONALDS CORP | AT COST | $12,302 | $11,838 |
| METROPOLITAN WEST TOTAL RETURN BD FD CL I | AT COST | $30,822 | $29,696 |
| NORFOLK SOUTHERN | AT COST | $12,877 | $13,832 |
| NORTHROP GRUMMAN CORP | AT COST | $12,046 | $15,014 |
| OAKMARK INT'L FUND | AT COST | $78,724 | $81,097 |
| OCCIDENTAL PETROLEUM CORP | AT COST | $9,939 | $11,602 |
| PAYCHEX INC | AT COST | $9,954 | $12,657 |
| PIMCO ALL ASSET ALL AUTHORITY FD CL P | AT COST | $49,138 | $44,348 |
| PROCTER & GAMBLE CO | AT COST | $11,844 | $12,130 |
| RAYTHEON CO | AT COST | $12,058 | $15,238 |
| TEMPLETON GLBL BOND FD ADV CL | AT COST | $30,878 | $29,590 |
| TRANSAMERICA EMERGING MRKT DEBT FD CL I | AT COST | $25,169 | $22,388 |
| WAL-MART STORES INC | AT COST | $11,963 | $12,118 |
| SPDR GOLD TRUST | AT COST | $35,329 | $27,985 |
| SURREY BANCORP | AT COST | $1,103,778 | $1,124,948 |
| CITIGROUP INC, 6.875% PFD | AT COST | $25,000 | $25,340 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MARKWEST ENERGY | $5,109 | $5,109 |
| GLOBAL PARTNERS | $17,700 | $17,700 |
| PAA NGS LP | $6,925 | $6,925 |
| BUCKEYE PARTNERS LP | $3,728 | $3,728 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,289 | Amt |
| Net Investment Income | $9,289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2012 EXCISE TAX | $1,627 | $0 | $0 |
| FOREIGN TAX WITHHELD | $138 | $138 | $0 |
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