ARMAT FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARMAT FOUNDATION INC (EIN 56-2045002)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201331969349100213
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T14:12:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561582677 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES STRAND AND COMPANY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562045002 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMAT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARMA | NameControl |
| Phone | 3367864512 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HYLTON WRIGHT | Name |
| Title | PRESIDENT | Title |
| Phone | 3367864512 | Phone |
| Date Signed | 2013-07-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J SAMUEL GENTRY JR CPA | Name |
| PTIN | P00395269 | PTIN |
| Phone | 3367898989 | Phone |
| Date Prepared | 2013-07-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1657506 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 71591 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 71591 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14344 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 138543 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14344 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2228 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 88712 | TotalRevenueAndExpenses |
| Total Net Investment Income | 85940 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3913 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3912 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6340 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6340 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2754 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 129 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 662 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 90 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17581 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10382 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4002 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 49088 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48528 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 66669 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10382 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52530 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 22043 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 75558 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11524 | CashBOY |
| Cash EOY | 37267 | CashEOY |
| Cash EOYFMV | 37267 | CashEOYFMV |
| Accounts Receivable | 1604 | AccountsReceivable |
| Accounts Receivable BOY | 662 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1604 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1604 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 3414 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1161 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1161 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1759723 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1757334 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1617474 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1775323 | TotalAssetsBOY |
| Total Assets EOY | 1797366 | TotalAssetsEOY |
| Total Assets EOYFMV | 1657506 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1775323 | RetainedEarningsBOY |
| Retained Earnings EOY | 1797366 | RetainedEarningsEOY |
| Total Net Assets BOY | 1775323 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1797366 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1775323 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1797366 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1775323 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 22043 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1797366 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1797366 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 137584 | 124199 | 13385 | 13385 |
| CAPITAL GAINS DIVIDENDS | P | 959 | 959 | 959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14344 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1511 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1511 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1511 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1161 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1874 | TaxPaidWithExtension |
| Total Credits And Payments | 3035 | TotalCreditsAndPayments |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Overpayment | 1520 | Overpayment |
| Amount Credited To Next Year | 1520 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BETTY WRIGHT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3367864512 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HYLTON WRIGHT | ||||||||
| 1234 GREENHILL ROAD | MOUNT AIRY | NC | 270309474 | VICE-PRESIDENT | 1.00 | 0 | 0 | 0 |
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1695035 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7542 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2100 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1704677 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1704677 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25570 | CashDeemedCharitable |
| Net Noncharitable Assets | 1679107 | NetNoncharitableAssets |
| Minimum Investment Return | 83955 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83955 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1511 | TaxBasedOnInvestmentIncome |
| Total Tax | 1511 | TotalTax |
| Distributable Amount Before Adj | 82444 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 82444 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 82444 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52530 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 52530 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52530 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 82444 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 51127 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52530 | QualifyingDistributions |
| Applied To Year1 | 51127 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1403 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 81041 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HYLTON WRIGHT | ContributingManager |
| Contributing Manager | BETTY WRIGHT | ContributingManager |
| Contributing Manager | TAMRA WRIGHT THOMAS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AGAPE MINISTRIES INC | |||||||
| 4449 OLD BELEWS CREEK ROAD | WINSTONSALEM | NC | 27101 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| COLLEGE HEIGHTS BAPTIST CHURCH | |||||||
| 2100 NASHVILLE PIKE | GALLATIN | TN | 37066 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| CONSERVATION FOUNDATION | |||||||
| 310 1/2 WEST FRANKLIN STREET | CHAPEL HILL | NC | 27514 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $150 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA (CCFA) | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| FANCY GAP BAPTIST CHURCH | |||||||
| 1161 W LEBANON STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $300 |
| FRIENDS OF THE MOUNT AIRY POLICE DEPARTMENT | |||||||
| 304 FRANKLIN STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $10 |
| GALLERY GROUP & ART STUDIO INC | |||||||
| 615 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| GORDON COLLEGE | |||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| GRACE MORAVIAN CHURCH | |||||||
| 1401 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| GRAND LODGE OF NC | |||||||
| 2921 GLENWOOD AVENUE | RALEIGH | NC | 27608 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,100 |
| HAYMORE CHURCH | |||||||
| 319 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $39,843 |
| HOLOCAUST MEMORIAL CENTER | |||||||
| 28123 ORCHARD LAKE ROAD | FARMINGTON HILLS | MI | 48334 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| HOUSE OF GOD CHURCH | |||||||
| 320 WEST VIRGINIA STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $30 |
| INTERNATIONAL MISSIONS BOARD | |||||||
| 3806 MONUMENT AVENUE | RICHMOND | VA | 23230 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $25 |
| JOURNEY CHURCH | |||||||
| 653 WILKESBORO STREET | MOCKSVILLE | NC | 27028 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,000 |
| MOUNT AIRY LIONS CLUB LADIES | |||||||
| 1018 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| MOUNT AIRY MUSEUM OF REGIONAL HISTORY | |||||||
| 301 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $250 |
| MOUNT AIRY RESTORATION FOUNDATION | |||||||
| 301 MOORE AVENUE | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $225 |
| MOUNT AIRY ROTARY | |||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,700 |
| MOUNT AIRY YOUTH FOUNDATION | |||||||
| PO BOX 6353 | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| MOUNTAIN TOP BAPTIST ASSEMBLY | |||||||
| 9650 BURKE ROAD | CASPER | WY | 82601 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,000 |
| MOUNTAIN VALLEY HOSPICE | |||||||
| 945 ZEPHYR ROAD | DOBSON | NC | 27017 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $1,000 |
| ORDER OF EASTERN STAR OF NC | |||||||
| 212 FRANKLIN STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| PEOPLE'S CHURCH | |||||||
| 828 MURFREESBORO ROAD | FRANKLIN | TN | 37064 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| PRESERVATION NORTH CAROLINA | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $150 |
| SHEPHERDS HOUSE | |||||||
| 319 SOUTH MAIN STREET STE 101 | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| SUNRISE ROTARY | |||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| SURRY ARTS COUNCIL | |||||||
| 218 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $300 |
| SURRY CENTRAL HIGH SCHOOL | |||||||
| 716 S MAIN STREET | DOBSON | NC | 27017 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| UNITED FUND OF SURRY COUNTY | |||||||
| 200 NORTH MAIN STREET SUITE 105 | MOUNT AIRY | NC | 27030 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $100 |
| WAKE FOREST UNIVERSITY | |||||||
| 499 DEACON BOULEVARD | WINSTONSALEM | NC | 27105 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $120 |
| YOUTH CRISIS CENTER | |||||||
| 915 SOUTH MCKINLEY | CASPER | WY | 82601 | N/A | 509(A)(1)-(3) PUBLIC | UNRESTRICTED | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48528 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $71,591 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,344 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| MARKWEST ENERGY | 211110 | -$1,239 |
| GLOBAL PARTNERS | 211110 | $374 |
| PAA NGS LP | 211110 | -$1,152 |
| BUCKEYE PARTNERS LP | 211110 | -$211 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$2,228 | UnrelatedBusinessIncomeAmount |
| Exclusion | $85,940 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 83712 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HYLTON BETTY WRIGHT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 GREENHILL ROAD | AddressLine1 |
| City | MT AIRY | City |
| State | NC | State |
| ZIP Code | 270309474 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREP OF FORM 990-PF | Category |
| Amount | $7,825 | Amount |
| Net Investment Income | 3913 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3912 | DisbursementsCharitablePrps |
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. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (24 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AT&T | 56818 | 67420 |
| AEGON NV | 97538 | 100000 |
| ALTRIA GROUP INC | 20587 | 22008 |
| BLACKROCK INTL GRWTH & EQUITY FD | 10957 | 8085 |
| BUCKEYE PARTNERS LP | 14911 | 13623 |
| BP PLC | 34118 | 41640 |
| CSX CORP | 10858 | 9865 |
| DWS HIGH INCOME OPPORTUNITY FD | 14750 | 15160 |
| GLOBAL PARTNERS LP | 11009 | 20280 |
| ING GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FD | 27263 | 22700 |
| JPM CHASE CAPITAL XIX | 25430 | 25270 |
| JPMORGAN CHASE CAP XXIX | 20469 | 20440 |
| KAYNE ANDERSON ENERGY TRUST | 18052 | 17213 |
| KAYNE ANDERSON MIDSTREAM ENERGY TRUST | 44244 | 46064 |
| MARKWEST ENERGY PARTNERS LP | 13303 | 15303 |
| MORGAN STANLEY CAP TRU VI 6.6% | 11824 | 12600 |
| NUVEEN QUAL PREF INC | 15340 | 17340 |
| PAA NATURAL GAS STORAGE LP | 15386 | 19050 |
| POWERSHARES FIN PFD | 55521 | 58496 |
| SOUTHERN COPPER CORP | 28076 | 34415 |
| SURREY BANCORP | 1103778 | 918893 |
| TEEKAY OFFSHORE PARTNERS | 66554 | 78030 |
| TRANSOCEAN LTD | 30901 | 22330 |
| WYNN RESORTS | 9647 | 11249 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 662 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 90 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| MARKWEST ENERGY | -1239 | -1239 |
| GLOBAL PARTNERS | 374 | 374 |
| PAA NGS LP | -1152 | -1152 |
| BUCKEYE PARTNERS LP | -211 | -211 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $6,340 | Amount |
| Net Investment Income | 6340 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 EXCISE TAX | $2,253 | 0 | 0 |
| FOREIGN TAX WITHHELD | $129 | 129 | 0 |
| PENALTIES & INTEREST | $372 | 0 | 0 |
Comments