ARMAT FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ARMAT FOUNDATION INC (EIN 56-2045002)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-11
- IRS object ID
- 201222859349100202
- Schema version
- 2011v1.2
- 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 | 2012-10-11T12:10:52-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-10-10 | 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 | 2012-10-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1686627 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 212141 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 25736 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25736 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 24416 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 316733 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 96345 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -1861 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 260448 | TotalRevenueAndExpenses |
| Total Net Investment Income | 122097 | 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 | 9100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4550 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4550 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4864 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4864 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1848 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 26 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 805 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 44 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16617 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9440 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4594 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63530 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 63530 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80147 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9440 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68124 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 180301 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 112657 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7361 | CashBOY |
| Cash EOY | 11524 | CashEOY |
| Cash EOYFMV | 11524 | CashEOYFMV |
| Accounts Receivable | 662 | AccountsReceivable |
| Accounts Receivable BOY | 670 | AccountsReceivableBOY |
| Accounts Receivable EOY | 662 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 662 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 3836 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3414 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3414 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 1583155 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1759723 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1671027 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1595022 | TotalAssetsBOY |
| Total Assets EOY | 1775323 | TotalAssetsEOY |
| Total Assets EOYFMV | 1686627 | 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 | 1595022 | RetainedEarningsBOY |
| Retained Earnings EOY | 1775323 | RetainedEarningsEOY |
| Total Net Assets BOY | 1595022 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1775323 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1595022 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1775323 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1595022 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 180301 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1775323 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1775323 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 86442 | 67065 | 19377 | 19377 | |
| PUBLICLY TRADED SECURITIES | 183031 | 106119 | 76912 | 76912 | |
| PROPERTY DISTRIBUTION - MARKWEST ENERGY | 21564 | 21564 | 0 | 0 | P |
| PROPERTY DISTRIBUTION - TEEKAY OFFSHORE PTRS | 25640 | 25640 | 0 | 0 | D |
| CAPITAL GAINS DIVIDENDS | 56 | 56 | 56 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 96345 | 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 | 2253 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2253 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2253 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3414 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3414 | TotalCreditsAndPayments |
| Overpayment | 1161 | Overpayment |
| Amount Credited To Next Year | 1161 | 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 | HYLTON 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 | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| 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 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| BETTY WRIGHT | ||||||||
| 1234 GREENHILL ROAD | MOUNT AIRY | NC | 270309474 | 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 | 1339731 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6373 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3628 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1349732 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1349732 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20246 | CashDeemedCharitable |
| Net Noncharitable Assets | 1329486 | NetNoncharitableAssets |
| Minimum Investment Return | 66474 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 66474 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2253 | TaxBasedOnInvestmentIncome |
| Total Tax | 2253 | TotalTax |
| Distributable Amount Before Adj | 64221 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 64221 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 64221 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68124 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 68124 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 68124 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 64221 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 50596 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 4434 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68124 | QualifyingDistributions |
| Applied To Year1 | 50596 | AppliedToYear1 |
| Applied To Prior Years | 4434 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13094 | 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 | 51127 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | 501(C)(3) | UNRESTRICTED | $25 |
| BLUE RIDGE CARE NET COUNCELING | ||||||
| 131 WEST LEBANON STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $600 |
| BOARD OF WORLD MISSION | ||||||
| 1021 CENTER STREET | BETHLEHEM | PA | 18018 | 501(C)(3) | UNRESTRICTED | $500 |
| BOY SCOUTS OF AMERICA - OLD HICKORY COUNCIL | ||||||
| 6600 SILAS CREEK PARKWAY | WINSTONSALEM | NC | 27106 | 501(C)(3) | UNRESTRICTED | $75 |
| CAMPBELL UNIVERSITY | ||||||
| PO BOX 116 | BUIES CREEK | NC | 27506 | 501(C)(3) | UNRESTRICTED | $6,000 |
| CHILDREN'S CENTER OF SURRY | ||||||
| 202 LELIA LANE | DOBSON | NC | 27017 | 501(C)(3) | UNRESTRICTED | $100 |
| WINSTON-SALEM FOUNDATION | ||||||
| 860 W FIFTH STREET | WINSTONSALEM | NC | 27101 | 501(C)(3) | UNRESTRICTED | $100 |
| FORSYTH MEDICAL CENTER FOUNDATION | ||||||
| 3333 SILAS CREEK PARKWAY | WINSTONSALEM | NC | 27103 | 501(C)(3) | UNRESTRICTED | $25 |
| GERMANTON BAPTIST CHURCH | ||||||
| 6810 S GERMANTON ROAD | GERMANTON | NC | 27019 | 501(C)(3) | UNRESTRICTED | $100 |
| GRACE MORAVIAN CHURCH | ||||||
| 1401 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $200 |
| GRAND LODGE OF NC | ||||||
| 2921 GLENWOOD AVENUE | RALEIGH | NC | 27608 | 501(C)(3) | UNRESTRICTED | $50 |
| GREATER MOUNT AIRY MINISTRY OF HOSPITALITY INC | ||||||
| 319 SOUTH MAIN STREET STE 101 | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $370 |
| HAYMORE CHURCH | ||||||
| 319 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $50,040 |
| HOLOCAUST MEMORIAL CENTER | ||||||
| 28123 ORCHARD LAKE ROAD | FARMINGTON HILLS | MI | 48334 | 501(C)(3) | UNRESTRICTED | $100 |
| MOUNT AIRY LIONS CLUB LADIES | ||||||
| 1018 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $50 |
| MOUNT AIRY MUSEUM OF REGIONAL HISTORY | ||||||
| 301 NORTH MAIN STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $200 |
| MT AIRY RESTORATION FOUNDATION | ||||||
| 4601 SIX FORKS ROAD | RALEIGH | NC | 27609 | 501(C)(3) | UNRESTRICTED | $200 |
| MT AIRY YOUTH FOUNDATION | ||||||
| PO BOX 6353 | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $100 |
| MOUNTAIN VALLEY HOSPICE | ||||||
| 945 ZEPHYR ROAD | DOBSON | NC | 27017 | 501(C)(3) | UNRESTRICTED | $1,000 |
| NORTH STAR BAPTIST CHURCH | ||||||
| 2228 CEDAR CREEK ROAD | YOUNGSVILLE | NC | 27596 | 501(C)(3) | UNRESTRICTED | $1,000 |
| OLD SALEM INC | ||||||
| 600 SOUTH MAIN STREET | WINSTONSALEM | NC | 27101 | 501(C)(3) | UNRESTRICTED | $250 |
| ORGANIZATION OF EASTERN STAR OF NC CHAPTER 60 | ||||||
| 34 MILLER STREET | WINSTONSALEM | NC | 27104 | 501(C)(3) | UNRESTRICTED | $320 |
| PAYNE'S CHAPEL BAPTIST CHURCH | ||||||
| 1164 PAYNETOWN ROAD | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $100 |
| PEOPLE'S CHURCH | ||||||
| 828 MURFREESBORO ROAD | FRANKLIN | TN | 37064 | 501(C)(3) | UNRESTRICTED | $25 |
| PIEDMONT BAPTIST COLLEGE | ||||||
| 420 SOUTH BROAD STREET | WINSTONSALEM | NC | 27101 | 501(C)(3) | UNRESTRICTED | $600 |
| PRESERVATION NORTH CAROLINA | ||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | 501(C)(3) | UNRESTRICTED | $400 |
| SUNRISE ROTARY | ||||||
| PO BOX 781 | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $100 |
| SURRY ARTS COUNCIL | ||||||
| 218 ROCKFORD STREET | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $250 |
| SURRY BAPTIST ASSOCIATION | ||||||
| 2100 WELCH ROAD | MOUNT AIRY | NC | 27030 | 501(C)(3) | UNRESTRICTED | $450 |
| SURRY CENTRAL HIGH SCHOOL | ||||||
| 716 S MAIN STREET | DOBSON | NC | 27017 | 501(C)(3) | UNRESTRICTED | $100 |
| YMCA CAMP HANES | ||||||
| 1225 CAMP HANES ROAD | KING | NC | 27021 | 501(C)(3) | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 63530 | 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 | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,736 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $24,416 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount |
|---|---|---|
| MARKWEST ENERGY | 211110 | -$357 |
| GLOBAL PARTNERS | 211110 | -$1,451 |
| PAA NGS LP | 211110 | -$53 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$1,861 | UnrelatedBusinessIncomeAmount |
| Exclusion | $50,168 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48307 | 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 (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | HYLTON BETTY WRIGHT | 1234 GREENHILL ROAD | MT AIRY | NC | 270309474 | 110875 | X | |
| 2 | HYLTON BETTY WRIGHT | 1234 GREENHILL ROAD | MT AIRY | NC | 270309474 | 76825 | X | |
| 3 | HYLTON BETTY WRIGHT | 1234 GREENHILL ROAD | MT AIRY | NC | 270309474 | 22500 | X | |
| 4 | TAMRA WRIGHT | 660 KINGSBURY CIRCLE | WINSTONSALEM | NC | 271065711 | 1941 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 2,500 SHARES ISHARES SILVER TR | 107075 | 2011-05-02 |
| 2 | 5,000 SHARES ISHARES GOLD TR | 76400 | 2011-12-15 |
| 4 | 49 SHARES CENTURYLINK | 1941 | 2011-04-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREP OF FORM 990-PF | Category |
| Amount | $9,100 | Amount |
| Net Investment Income | 4550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4550 | 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 (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AT&T | 56818 | 60480 |
| AEGON NV | 97538 | 83680 |
| ALTRIA GROUP INC | 20587 | 20755 |
| BB&T CAPITAL TRUST VI 9.6% | 28950 | 26800 |
| BLACKROCK INTL GRWTH & EQUITY FD | 11626 | 7876 |
| BLUE HARBOR BANK | 0 | 0 |
| BP PLC | 34118 | 42740 |
| CISCO SYSTEMS INC | 9973 | 9040 |
| DWS HIGH INCOME OPPORTUNITY FD | 14750 | 13860 |
| GENERAL ELECTRIC | 8068 | 8955 |
| GLOBAL PARTNERS LP | 12279 | 17496 |
| ING GLOBAL ADVANTAGE & PREMIUM OPPORTUNITY FD | 27676 | 21420 |
| JPM CHASE CAPITAL XIX | 25430 | 25230 |
| JPMORGAN CHASE CAP XXIX | 20469 | 20416 |
| KAYNE ANDERSON MLP | 41274 | 42518 |
| LINCOLN NATIONAL CORP | 12579 | 9710 |
| MARKWEST ENERGY PARTNERS LP | 0 | 0 |
| MORGAN STANLEY CAP TRU VI 6.6% | 11824 | 10855 |
| NUVEEN QUAL PREF INC | 15340 | 15140 |
| PETROHAWK ENERGY CORP | 0 | 0 |
| PAA NATURAL GAS STORAGE LP | 5060 | 5625 |
| POWERSHARES FIN PFD | 55521 | 51584 |
| SOUTHERN COPPER CORP | 18573 | 18108 |
| SURREY BANCORP | 1103778 | 1030274 |
| SYNGENTA AG | 23924 | 29470 |
| TEEKAY OFFSHORE PARTNERS | 72667 | 79800 |
| TRANSOCEAN LTD | 30901 | 19195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 805 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 44 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| MARKWEST ENERGY | -357 | -357 |
| GLOBAL PARTNERS | -1451 | -1451 |
| PAA NGS LP | -53 | -53 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $4,864 | Amount |
| Net Investment Income | 4864 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 EXCISE TAX | $422 | 0 | 0 |
| FOREIGN TAX WITHHELD | $26 | 26 | 0 |
| 2010 FORM 4720 | $1,330 | 0 | 0 |
| PENALTIES & INTEREST | $70 | 0 | 0 |
Comments