ROSS ANGEL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROSS ANGEL FOUNDATION (EIN 56-2013753)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-07
- IRS object ID
- 202601889349101005
- Schema version
- 2025v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-07T14:56:00-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 SPRING GARDEN ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562013753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RUSSELLENE ANGEL | InCareOfNm |
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 3362922227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011-B SPRING GARDEN ST | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELLENE ANGEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3362922227 | PhoneNum |
| Signature | 2026-05-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETTY GAYDON | PreparerPersonNm |
| PTIN | P00066078 | PTIN |
| Phone | 3368544141 | PhoneNum |
| Preparation | 2026-05-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,952,911 | 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 | $88,467 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47,252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $153,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,494,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $680,029 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $680,029 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,064,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $975,997 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,643 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $556,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $579,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $485,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $950,954 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,837 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $359,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $842,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $842,243 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,279,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,472,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,199,833 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $640,045 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $251,629 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,489 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,819,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,669,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,658,346 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,101,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,235,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,952,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,101,033 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,235,515 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,101,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,235,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,101,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,235,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,101,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $485,262 | ExcessRevenueOverExpensesAmt |
| Other Increases | $649,220 | OtherIncreasesAmt |
| Subtotal | $6,235,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,235,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2024-06-17 | 2025-06-17 | $250,000 | $250,000 | ||
| CITIBANK NA | P | 2024-06-21 | 2025-06-25 | $250,000 | $250,000 | ||
| LORD ABB ULT | P | 2019-08-01 | 2025-04-08 | $649,801 | $650,000 | -$199 | -$199 |
| BP PLC SPON ADR | P | 2024-06-28 | 2025-04-08 | $1,030 | $1,216 | -$186 | -$186 |
| CISCO SYSTEMS INC | P | 2024-04-24 | 2025-04-08 | $424 | $401 | $23 | $23 |
| COCA COLA COMPANY | P | 2024-07-01 | 2025-04-08 | $513 | $500 | $13 | $13 |
| GILEAD SCIENCES INC | P | 2024-06-24 | 2025-04-08 | $1,055 | $863 | $192 | $192 |
| INTL PAPER COMPANY | P | 2024-06-14 | 2025-04-08 | $694 | $743 | -$49 | -$49 |
| KIMBERLY CLARK CORP | P | 2024-07-02 | 2025-04-08 | $1,255 | $1,274 | -$19 | -$19 |
| KRAFT HEINZ CO | P | 2024-06-28 | 2025-04-09 | $1,284 | $1,462 | -$178 | -$178 |
| PHILIP MORRIS INTL INC | P | 2024-04-09 | 2025-03-03 | $8,785 | $5,961 | $2,824 | $2,824 |
| BP PLC SPON ADR | P | 2015-12-30 | 2025-04-08 | $17,675 | $19,766 | -$2,091 | -$2,091 |
| CISCO SYSTEMS INC | P | 2013-07-09 | 2025-04-08 | $13,706 | $6,934 | $6,772 | $6,772 |
| COCA COLA COMPANY | P | 2013-07-09 | 2025-04-08 | $17,469 | $11,262 | $6,207 | $6,207 |
| GILEAD SCIENCES INC | P | 2017-03-30 | 2025-04-08 | $29,181 | $19,262 | $9,919 | $9,919 |
| INTL PAPER COMPANY | P | 2018-03-19 | 2025-04-08 | $18,576 | $19,235 | -$659 | -$659 |
| KIMBERLY CLARK CORP | P | 2013-07-09 | 2025-04-08 | $34,816 | $27,221 | $7,595 | $7,595 |
| KRAFT HEINZ CO | P | 2013-07-09 | 2025-04-09 | $25,090 | $33,313 | -$8,223 | -$8,223 |
| PHILIP MORRIS INTL INC | P | 2018-02-09 | 2025-03-03 | $173,080 | $99,310 | $73,770 | $73,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,711 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,218 | SubtotalAmt |
| Tax Based On Investment Income | $13,218 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $169 | EsPenaltyAmt |
| Tax Due | $13,387 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELLENE ANGEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368544141 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 B SPRING GARDEN ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD FORMAN | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| RUSSELLENE ANGEL | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| WILLIAM R JOHNSON | ||||||||
| 3011-B SPRING GARDEN ST | Greensboro | NC | 27403 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,433,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $842,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $839,286 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,114,553 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,114,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,992,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,218 | TotalTaxAmt |
| Distributable Before Adj | $386,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $386,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $386,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $556,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,056 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $556,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,056 | AppliedToYear1Amt |
| Applied To Current Year | $386,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,520 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $111,520 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUSSELLENE ANGEL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GREENSBORO COLLEGE | ||||||
| 815 WEST MARKET ST | GREENSBORO | NC | 27401 | PC | TO SUPPORT SCHOLARSHIP FUND | $50,000 |
| CAMPBELL | ||||||
| 143 MAIN ST | BUIES CREEK | NC | 27506 | PC | TO SUPPORT SCHOLARSHIP FUND | $75,000 |
| HILLSSDALE COLLEGE | ||||||
| 33 EAST COLLEGE ST | HILLSDALE | MI | 48242 | PC | TO SUPPORT SCHOLARSHIP FUND | $50,000 |
| UNIVERSITY OF CUMBERLANDS | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | PC | TO SUPPORT SCHOLARSHIP FUND | $50,000 |
| HEART OF THE CAROLINAS | ||||||
| 3858 FOX RUN | DENVER | NC | 28037 | PC | TO SUPPORT CHARITABLE PURPOSE | $2,000 |
| FREEDOM HOUSE | ||||||
| P O BOX 38215 | GREENSBORO | NC | 27438 | PC | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | TO SUPPORT FOUNDATION | $125,000 |
| CALDWELL MEMORIAL | ||||||
| 321 MULBERRY ST SW | LENIOR | NC | 28645 | PC | TO SUPPORT CHARITABLE PURPOSE | $50,000 |
| THE WIG BANK | ||||||
| 226 MULBERRY ST SW | LENOIR | NC | 28645 | PC | TO SUPPORT CHARITABLE PURPOSE OF SUPPORTING INDIVIDUALS AND FAMILIES AFFECTED BY CANCER. | $10,000 |
| PROJECT CHANCE | ||||||
| 23525 BAHAMA POINT | FERNANDINA BEACH | FL | 32034 | PC | TO SUPPORT CHARITABLE PURPOSE OF TRAINING OF SERVICE DOGS WHO AID CHILDREN WITH AUTISM AND DEVELOPMENTAL DISABILITIES. | $20,000 |
| THE RAPTOR CENTER | ||||||
| 6000 SAMPLE RD | HUNTERSVILLE | NE | 28078 | PC | TO SUPPORT CHARITABLE PURPOSE RELATED TO RAPTORS | $2,000 |
| AMERICAN MACULAR DEGENERATION FDN | ||||||
| P O BOX 515 | NORTHAMPTON | MA | 01061 | PC | TO SUPPORT CHARITBLE PURPOSE | $2,000 |
| TRAVIS MANION FDN | ||||||
| 140 E STATE ST | DOYLESTOWN | PA | 18901 | PC | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| CONE CANCER CENTER | ||||||
| 2400 W FRIENDLY AVE | GREENSBORO | NE | 27403 | PC | TO SUPPORT CHARITABLE PURPOSE | $110,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $556,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,252 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $680,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $975,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $975,997 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RUSSELLENE ANGEL | ||||||
| 1 | 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | $18,585 | Yes (X) |
| RUSSELLENE ANGEL | ||||||
| 2 | 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | $36,645 | Yes (X) |
| RUSSELLENE ANGEL | ||||||
| 3 | 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | $33,237 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LORD ABBETT ULTRA SH54401E473 | $0 | $0 |
| LORD ABBETT ULTRA SH54401E457 | $251,629 | $252,489 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABORATORIES | $29,802 | $75,474 |
| ABBIVE INC | $34,071 | $88,257 |
| ALPHABET INC | $130,252 | $316,109 |
| ALTRIA GROUP INC | $93,281 | $102,138 |
| AMGEN INC | $87,152 | $164,130 |
| APPLE INC | $64,417 | $462,640 |
| BP PLC | $0 | $0 |
| BRISTOL MYERS SQUIBB | $14,080 | $13,525 |
| CHEVRON CORP | $65,905 | $89,223 |
| CISCO SYSTEMS INC | $0 | $0 |
| COCA-COLA COMPANY | $0 | $0 |
| EXXON MOBIL CORP | $25,982 | $35,864 |
| GENERAL MILLS INC | $64,374 | $61,201 |
| GILEAD SCIENCES INC | $0 | $0 |
| INTL PAPER COMPANY | $0 | $0 |
| KIMBERLY CLARK CORP | $0 | $0 |
| KRAFT HEINZ CO | $61,975 | $60,625 |
| LINCOLN NATIONAL CORP | $11,925 | $12,420 |
| LOWES COMPANIES INC | $15,529 | $56,687 |
| METLIFE INC | $39,647 | $72,641 |
| NVIDIA CORP | $106,450 | $186,578 |
| PHILIP MORRIS INTL INC | $0 | $0 |
| CAPITAL GROUP GROWTH | $91,556 | $179,424 |
| BLOCK H&R INC | $1,190,700 | $1,743,200 |
| AMAZON.COM INC | $86,005 | $115,410 |
| CHEVRON CORP | $65,905 | $89,223 |
| TESLA INC | $47,130 | $89,944 |
| CAPITAL GROUP CONSERVATIVE EQU | $49,736 | $61,670 |
| CAPITAL GROUP CORE EQUITY | $60,911 | $81,070 |
| FIRST CITIZENS BANCSHS | $35,600 | $42,380 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STIFEL FIX-CHARLES SCHWABBANK | $0 | $0 |
| STIFEL FIX-CITIBANK | $0 | $0 |
| STIFEL FIX-CAPITAL GROUP | $284,443 | $281,778 |
| STIFEL FIX-CAPITAL GROUPCORE | $270,000 | $265,200 |
| STIFEL FIX-ISHARES | $236,936 | $232,818 |
| BELL HNW FUND VII LLC | $193,172 | $193,172 |
| BELL HNW FUND VI LLC | $86,842 | $86,842 |
| BELL HNW HORIZONS LLC | $0 | $0 |
| BELL OLMSTEAD PARK HNW LLC | $102,539 | $102,539 |
| BELL HNW FUND VIII LLC | $205,866 | $205,866 |
| STIFEL FIX-BANKHAPOALIM | $250,000 | $250,000 |
| STIFEL FIX-WELLS FARGO | $250,000 | $250,268 |
| STIFEL FIX-MERRICK BANK | $250,000 | $250,403 |
| BELL PARTNERS GROWTH AND INCOM | $0 | $0 |
| STIFEL SMART RATE PROGRAM | $539,460 | $539,460 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BELL HNW HORIZONS LLC | $656,252 | $656,252 |
| BELL OLMSTEAD PARK HNW LLC | -$8,854 | -$8,854 |
| BELL VALUE-ADD HNW FUND VIII LLC | -$4,687 | -$4,687 |
| BELL HNW FUND VII LLC | $4,019 | $4,019 |
| BELL HNW FUND VI LLC | $33,909 | $33,909 |
| BELL PARTNERS GROWTH AND INCOME HNW FUND | -$610 | -$610 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON INVEST REPORTED AS NET ASSET ADJ | Desc |
| Amt | $649,220 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FROM K-1 BELL HNW HORIZONS LLC | $1,836 | |
| FROM K-1 BELL HNW FUND VII LLC | $5 | |
| ADVISORY AND INVEST EXPENSE | $8,802 | $8,802 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELLENE ANGEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 B SPRING GARDEN ST | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |