STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE BELL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BELL FAMILY FOUNDATION (EIN 58-6367642)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-16
IRS object ID
202401379349100315
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-16T08:10:19-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561535659PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN L LUCAS CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1357AddressLine1Txt
CityHIGHLANDSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP287411357ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586367642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2467AddressLine1Txt
CityHIGHLANDSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28741ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRIFFEN BELL JRPersonNm
Person TitlePRISIDENTPersonTitleTxt
Signature2023-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGRIFFINPersonFirstNm
Person LastBELL JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN L LUCASPreparerPersonNm
PTINP01049767PTIN
Phone8285262399PhoneNum
Preparation2024-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,351,887FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,496InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,496InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,496InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$21,974DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,974DividendsNetInvstIncmAmt
Dividends Adj Net Incm$21,974DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$408,054NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$448,038GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,386CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$435,524TotalRevAndExpnssAmt
Total Net Invst Incm$40,856TotalNetInvstIncmAmt
Total Adj Net Incm$27,470TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$380,774ExcessRevenueOverExpensesAmt
Net Investment Income$40,856NetInvestmentIncomeAmt
Adjusted Net Income$27,470AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,718CashBOYAmt
Cash EOY$74,554CashEOYAmt
Cash EOYFMV$74,554CashEOYFMVAmt
Corporate Stock BOY$814,818CorporateStockBOYAmt
Corporate Stock EOY$823,578CorporateStockEOYAmt
Corporate Stock EOYFMV$967,790CorporateStockEOYFMVAmt
Corporate Bonds BOY$131,287CorporateBondsBOYAmt
Corporate Bonds EOY$322,789CorporateBondsEOYAmt
Corporate Bonds EOYFMV$309,543CorporateBondsEOYFMVAmt
Total Assets BOY$957,823TotalAssetsBOYAmt
Total Assets EOY$1,220,921TotalAssetsEOYAmt
Total Assets EOYFMV$1,351,887TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$957,823NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,220,921NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$957,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,220,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$957,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,220,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$957,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$380,774ExcessRevenueOverExpensesAmt
Subtotal$1,338,597SubtotalAmt
Other Decreases$117,676OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,220,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$13,386CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$568InvestmentIncomeExciseTaxAmt
Subtotal$568SubtotalAmt
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$595TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGRIFFIN BELL JRIndividualWithBooksNm
Phone8285265667PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 2467AddressLine1Txt
CityHIGHLANDSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28741ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGRIFFEN BELL JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 2497AddressLine1Txt
CityHIGHLANDSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28741ZIPCd
FieldValueIRS element (for citing)
TitlePRISIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Total Tax$568TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,750ExpensesAndContributionsAmt
Qualifying Distributions$54,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$54,750QualifyingDistributionsAmt
Remaining Distri From Corpus$54,750RemainingDistriFromCorpusAmt
Total Corpus$54,750TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$54,750ExcessDistriCyovToNextYrAmt
Excess From Current Year$54,750ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY OF REFUGE
1300 JOSEPH E BOONE BLVDATLANTAGA30314UNRESTRICTED$3,250
BASSET HOUND RESCUE OF GEORGIA
PO BOX 1834FAYETTEVILLEGA30214UNRESTRICTED$3,500
AWARE WILDLIFE CENTER
4158 KLONDIKE ROADLITHONIAGA30038UNRESTRICTED$3,250
SAMARITAN'S PURSE
801 BAMBOO ROADBOONENC28607UNRESRICTED$2,500
CURE CHILDHOOD CANCER
200 ASHFORD CENTER N 250ATLANTAGA30338UNRESTRICTED$1,750
MERCER SCHOOL OF LAW
1501 MERCER UNIVERSITY DRMACONGA31207UNRESTRICTED$1,750
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073UNRESTRICTED$2,750
HILLSDALE COLLEGE
33 COLLEGE STREETHILLSDALEMI49242UNRESTRICTED$3,500
COMMUNITY CARE CLINIC
52 AUNT DORA DRHIGHLANDSNC28741UNRESTRICTED$1,000
HIGHLANDSCASHIERS HOSP FOUNTATION
348 S 5TH STREETHIGHLANDSNC28741UNRESTRICTED$2,000
HIGHLANDS CASHIERS LAND TRUST
348 S 5TH STREETHIGHLANDSNC28741UNRESTRICTED$10,000
CENTER FOR LIFE ENRICHMENT
348 S 5TH STREETHIGHLANDSNC28741UNRESTRICTED$1,000
MAINSPRING CONSERVATION TRUST
557 E MAIN STREETFRANKLINNC28734UNRESTIRCTED$10,000
ECKERD CONNECTS
100 STARCREST DRIVECLEARWATERFL33765UNRESTRICTED$1,000
BROTHER WOLF
31 GLENDALE AVEASHEVILLENC28803UNRESTRICTED$1,000
CASHIERS HIGHLANDS HUMANE SOCIETY
200 GABLE DRSAPPHIRENC28774UNRESTIRCTED$2,000
FLORDIA WILDLIFE CORRIDORFOUNDATION
2606 FAIRFIELD AVE S BLDGSAINT PETERSBURGFL33712UNRESTRICTED$1,000
HIGHLANDS BIOLOGICAL FOUNDATION
265 N 6TH STREETHIGHLANDSNC28741UNRESTRICTED$1,000
UNIVERSITY GEORGIA CLASSICS
221 PARK HILLATHENSGA30602UNRESTRICTED$1,000
ECO FORRESTERS
38 OLD CHARLOTTE HIGHWAYASHEVILLENC28803UNRESTRICTED$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,496RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,974RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$408,054RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$435,524RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$435,524TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GLOBAL PAYMENTS, INC2022-03PURCHASE2023-02$793$931-$138
GLOBAL PAYMENTS, INC2021-12PURCHASE2023-02$2,096$2,818-$722
GOLBAL PAYMENTS, INC.1996-01PURCHASE2023-02$236,886$20,886$216,000
GLOBAL PAYMENTS, INC.1995-02PURCHASE2022-12$194,877$15,349$179,528

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$322,789EOYBookValueAmt
EOYFMV$309,543EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSYStockNm
EOY Book Value$823,578EOYBookValueAmt
EOYFMV$967,790EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PEERIOD ADJUSTMENTDesc
Amt$117,676Amt