ROSS ANGEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROSS ANGEL FOUNDATION (EIN 56-2013753)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201913039349100526
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T20:07:59Z | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203706839 | PreparerFirmEIN |
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 | 2018-01-01 | 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) |
|---|---|---|
| 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 | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Betty Gaydon | PreparerPersonNm |
| PTIN | P00066078 | PTIN |
| Phone | 3368544141 | PhoneNum |
| Preparation | 2019-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.111.210.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 15:15:08 | IPTm |
| Federal Original Submission Id | 56282720191313092145 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E38332C46C48F397DD3A5346C4BBBB71F054363C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E38332C46C48F397DD3A5346C4BBBB71F054363C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,016,380 | 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 | $98,145 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,597 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $382,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,409 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $11,620 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,002 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,002 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $7,002 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $182,672 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,622 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $12,000 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,781 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,781 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,781 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $17,781 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $17,781 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $841 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,842 | CashBOYAmt |
| Cash EOY | $35,250 | CashEOYAmt |
| Cash EOYFMV | $35,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $974,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $370,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $370,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $563,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $716,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $723,711 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $250,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $550,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $540,862 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $882,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $838,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,346,137 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,714,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,510,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,016,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,714,270 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,510,376 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,714,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,510,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,714,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,510,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,714,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,109 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,704,161 | SubtotalAmt |
| Other Decreases | $193,785 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,510,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CD REDEMPTION CAP ONE BK | P | 2016-10-28 | 2018-05-02 | $100,000 | $100,000 | ||
| CD REDEMPTION WF BK NC | P | 2016-02-25 | 2018-03-09 | $100,000 | $100,000 | ||
| COMMON ST 3.077 SH ELI LILLY & CO | P | 2017-03-10 | 2018-01-04 | $263 | $260 | $3 | $3 |
| COMMON ST 3.266 SH ELI LILLY & CO | P | 2017-06-09 | 2018-01-04 | $279 | $262 | $17 | $17 |
| COMMON ST 3.220 SH ELI LILLY & CO | P | 2017-09-08 | 2018-01-04 | $275 | $263 | $12 | $12 |
| COMMON ST 3.093 SH ELI LILLY & CO | P | 2017-12-08 | 2018-01-04 | $264 | $265 | -$1 | -$1 |
| COMMON ST 3.590 SH PFIZER INC | P | 2017-12-01 | 2018-10-30 | $150 | $130 | $20 | $20 |
| COMMON ST 3.891 SH PFIZER INC | P | 2018-03-01 | 2018-10-03 | $163 | $140 | $23 | $23 |
| COMMON ST 3.895 SH PFIZER INC | P | 2018-06-01 | 2018-10-30 | $163 | $141 | $22 | $22 |
| COMMON ST 3.435 SH PFIZER INC | P | 2018-09-04 | 2018-10-30 | $143 | $142 | $1 | $1 |
| COMMON ST 1.578 SH PROCTOR & GAMBLE CO | P | 2017-11-15 | 2018-10-25 | $140 | $140 | ||
| COMMON ST 1.745 SH PROCTOR & GAMBLE CO | P | 2018-02-15 | 2018-10-25 | $155 | $141 | $14 | $14 |
| COMMON ST 2.021 SH PROCTOR & GAMBLE CO | P | 2018-05-15 | 2018-10-25 | $180 | $148 | $32 | $32 |
| COMMON ST 1.840 SH PROCTOR & GAMBLE CO | P | 2018-08-15 | 2018-10-25 | $163 | $150 | $13 | $13 |
| COMMON ST 9.347 SH QUALCOMM INC | P | 2017-03-22 | 2018-02-09 | $590 | $519 | $71 | $71 |
| COMMON ST 10.132 SH QUALCOMM INC | P | 2017-06-21 | 2018-02-09 | $640 | $570 | $70 | $70 |
| COMMON ST 11.083 SH QUALCOMM INC | P | 2017-09-20 | 2018-02-09 | $700 | $581 | $119 | $119 |
| COMMON ST 8.997 SH QUALCOMM INC | P | 2017-12-15 | 2018-02-09 | $568 | $587 | -$19 | -$19 |
| COMMON ST 500 SH QUALCOMM INC | P | 2018-05-01 | 2018-09-26 | $36,530 | $25,380 | $11,150 | $11,150 |
| COMMON ST 9.347 SH QUALCOMM INC | P | 2018-06-20 | 2018-09-26 | $383 | $310 | $73 | $73 |
| COMMON ST 500 SH ELI LILLY & CO | P | 2016-11-23 | 2018-01-04 | $42,704 | $33,410 | $9,294 | $9,294 |
| COMMON ST 100 SH PFIZER INC | P | 2013-07-09 | 2018-10-30 | $4,180 | $2,843 | $1,337 | $1,337 |
| COMMON ST 100 SH PFIZER INC | P | 2014-10-15 | 2018-10-30 | $4,180 | $2,806 | $1,374 | $1,374 |
| COMMON ST 200 SH PFIZER INC | P | 2014-10-28 | 2018-10-30 | $8,360 | $5,780 | $2,580 | $2,580 |
| COMMON ST 3.905 SH PFIZER INC | P | 2017-06-01 | 2018-10-30 | $163 | $128 | $35 | $35 |
| COMMON ST 3.435 SH PFIZER INC | P | 2017-09-01 | 2018-10-30 | $159 | $129 | $30 | $30 |
| COMMON ST 50 SH PROCTOR & GAMBLE CO | P | 2013-07-09 | 2018-10-25 | $4,442 | $3,983 | $459 | $459 |
| COMMON ST 150 SH PROCTOR & GAMBLE CO | P | 2014-10-15 | 2018-10-25 | $13,326 | $12,502 | $824 | $824 |
| COMMON ST 1.591 SH PROCTOR & GAMBLE CO | P | 2017-05-15 | 2018-10-25 | $141 | $138 | $3 | $3 |
| COMMON ST 1.512 SH PROCTOR & GAMBLE CO | P | 2017-08-15 | 2018-10-25 | $134 | $139 | -$5 | -$5 |
| COMMON ST 1000 SH QUALCOMM INC | P | 2015-12-03 | 2018-02-09 | $63,129 | $50,270 | $12,859 | $12,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,409 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,620 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets | $2,971,134 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $667 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $667 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $667 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $667 | SubtotalAmt |
| Tax Based On Investment Income | $667 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $671 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUSSELLENE ANGEL | IndividualWithBooksNm |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| RICHARD FORMAN | ||||||
| 3011 B SPRING GARDEN ST | Greensboro | NC | 27403 | SECRETARY/TREASURER | 1.00 | $0 |
| RUSSELLENE ANGEL | ||||||
| 3011 B SPRING GARDEN ST | Greensboro | NC | 27403 | PRESIDENT | 1.00 | $0 |
| WILLIAM R JOHNSON | ||||||
| 3011 B SPRING GARDEN ST | Greensboro | NC | 27403 | VICE PRESIDENT | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,264,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,346,137 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,016,380 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,016,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,971,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $667 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $667 | TotalTaxAmt |
| Distributable Before Adj | $147,890 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,890 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $667 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,436 | UndistributedIncomePYAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,436 | AppliedToYear1Amt |
| Applied To Current Year | $147,890 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess From Current Year | $18,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALS | |||||||
| 4 N BLOUNT ST | Raleigh | NC | 27601 | NC | TO HELP SUPPORT RESEARCH AND PROVIDE LOCAL PROGRAMS AND SERVICES | $500 | |
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| BOX 1950 | Clarksburg | MD | 20871 | NC | RESEARCH AND TRAINING | $500 | |
| AMERICAN BIBLE SOCIETY | |||||||
| 101 N INDEPENDCE MALL E | Philadelphia | PA | 19106 | NC | PROVIDE BIBLES FOR THE NEEDED | $500 | FL 8 |
| AMERICAN CANCER SOCIETY | |||||||
| 7027 ALBERT PICK RD | Greensboro | NC | 27409 | NC | RESEARCH AND PUBLIC SERVICE | $500 | SUITE 104 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 222 S CHURCH ST STE 336M | Charlotte | NC | 28202 | PF | RESEARCH AND PUBLIC SERVICE | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 101 CENTERPOINT DR | Greensboro | NC | 27409 | NC | RESEARCH AND PUBLIC SERVICE | $500 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 514 DANIELS STREET | Raleigh | NC | 27605 | NC | RESEARCH AND PUBLIC SERVICE | $500 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 14710 | Greensboro | NC | 27415 | NC | RESEARCH AND PUBLIC SERVICE | $500 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE | Atlanta | GA | 30309 | NC | RESEARCH AND PUBLIC SERVICE | $500 | SUITE 600 |
| ARTS OF GREENSBORO | |||||||
| PO BOX 877 | Greensboro | NC | 27402 | NC | RESEARCH AND PUBLIC SERVICE | $500 | |
| BILLY GRAHAM ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | Charlotte | NC | 28201 | NC | OUTREACH | $500 | |
| BOYS AND GIRLS HOME OF NC | |||||||
| PO BOX 127 | Lake Waccamaw | NC | 28450 | NC | TO PROVIDE FOR SUPPORT AND RESOURCES FOR CHILDREN | $500 | |
| CAMPBELL UNIVERSITY | |||||||
| BOX 116 | Buies Creek | NC | 27506 | NC | SCHOLARSHIP FUND | $10,000 | |
| CHILDRENS HOME SOCIETY | |||||||
| PO BOX 14608 | Greensboro | NC | 27415 | NC | TO PROVIDE SUPPORT AND RESOURCES FOR CHILDREN | $1,000 | |
| CHILDRENS HOPE ALLIANCE | |||||||
| 8358 SIX FORKS RD STE 203 | Raleigh | NC | 27615 | NC | GIVING A SAFE HAVEN TO CHILDREN | $500 | |
| CHILDRENS MUSEUM | |||||||
| 220 N CHURCH ST | Greensboro | NC | 27401 | NC | EDUCATION | $500 | |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD | Los Angeles | CA | 90017 | NC | RESEARCH AND OUTREACH | $500 | |
| CONE HEALTH FOUNDATION | |||||||
| 721 GREEN VALLEY RD STE 102 | Greensboro | NC | 27408 | NC | TO SUPPORT THEIR MISSION | $500 | |
| CURE PSP | |||||||
| 404 FIFTH AVENUE 3RD FLOOR | New York | NY | 10018 | NC | PROVIDING INFORMATION AND SUPPORT | $200 | |
| DELEWARE VALLEY GOLDEN RETRIEVER RE | |||||||
| 60 VERA CRUZ RD | Reinholds | PA | 17569 | NC | ANIMAL RESCUE AND CARE | $2,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | Hagerstown | MD | 21741 | NC | INTERNATIONAL MEDICAL AIDE | $500 | |
| DUKE CHILDRENS HOSPITAL | |||||||
| BOX 90581 | Durham | NC | 27708 | NC | RESEARCH AND OUTREACH | $500 | |
| EASTER SEALS | |||||||
| BOX 28239 | Raleigh | NC | 27611 | NC | EDUCATION AND OUTREACH | $200 | |
| ELON HOME FOR CHILDREN | |||||||
| 1717 SHARON RE WEST | Charlotte | NC | 28201 | NC | TEACHING LIFE SKILLS TO CHILDREN | $500 | |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | Oklahoma City | OK | 73101 | NC | FOOD SUPPLIES | $200 | |
| FIRST MORAVIAN CHURCH | |||||||
| 304 SOUTH ELAM AVE | Greensboro | NC | 27403 | NC | TO SUPPORT THEIR MISSION | $3,000 | |
| FLIGHT 93 NATIONAL MEMORIAL | |||||||
| BOX 6591 | Washington | DC | 20090 | NC | BUILD AND MAINTAIN MEMORIAL | $500 | |
| FREEDOM ALLIANCE | |||||||
| 2257 MARKEY CT | Dulles | VA | 20166 | NC | TO SUPPORT THEIR MISSION | $500 | |
| FRIENDS FOREVER | |||||||
| PO BOX 77262 | Greensboro | NC | 27417 | NC | RESCUE AND SUPPORT ANIMALS | $200 | |
| FRIENDS HOME | |||||||
| 925 NEW GARDEN RD | Greensboro | NC | 27410 | NC | TO SUPPORT THEIR MISSION | $500 | |
| GEORGE BUSH PRESIDENTIAL CTR | |||||||
| BOX 560887 | Dallas | TX | 75356 | NC | EDUCATION | $500 | |
| GIDEONS GREENSBORO NW CAMP | |||||||
| BOX 19524 | Greensboro | NC | 27419 | NC | TO PROVIDE CHILDREN A SAFE PLACE | $500 | |
| GIDEON GROVE UMC | |||||||
| BOX 444 | Stokesdale | NC | 27357 | NC | TO SUPPORT THEIR MISSION | $5,000 | |
| GOATS FOR THE OLD GOAT | |||||||
| 501 KINGS HWY EAST SUITE 400 | Fairfield | CT | 06825 | NC | HELPING WITH HUNGER | $1,800 | |
| GRAND STAND HUMANE SOCIETY | |||||||
| 3241 10TH AVE EXT N | Myrtle Beach | SC | 29577 | NC | LOW COST WALK IN VETERINARY CLINIC | $500 | |
| GREATER PIEDMONT TEEN CHALLENGE | |||||||
| 1912 BOULEVARD ST | Greensboro | NC | 27407 | NC | HELP YOUNG ADULTS STRUGGLING WITH ADDICATIONS | $500 | |
| GREENSBORO SYMPHONY | |||||||
| 200 N DAVIE ST | Greensboro | NC | 27401 | NC | TO PROVIDE EDUCATION IN MUSIC | $500 | |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W MARKET ST | Greensboro | NC | 27406 | NC | TO PROVIDE FOOD | $1,000 | |
| HABITAT FOR HUMANITY | |||||||
| BOX 3402 | Greensboro | NC | 27402 | NC | HELP THE HOMELESS | $500 | |
| HEARTSTRINGS COMMUNITY FD | |||||||
| 7086 W 105TH ST | Overland Park | KS | 66212 | NC | PROVIDE OPPORTUNITIES TO ADULTS WITH DISBILITIES | $500 | |
| HELPING HANDS CLINIC | |||||||
| 810 HARPER AVE NW | Lenoir | NC | 28645 | NC | TO SUPPORT THEIR MISSION | $500 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | Hillsdale | MI | 49242 | NC | EDUCATION | $5,000 | |
| HOPE ACADEMY | |||||||
| 2300 CHICAGO AVE S | Minneapolis | MN | 55404 | EDUCATION | $20,000 | ||
| HOSPICE AND PALLATIVE CARE | |||||||
| 2500 SUMMIT AVE | Greensboro | NC | 27405 | TO SUPPORT THEIR MISSION | $500 | ||
| HUMANE SOCIETY OF THE TRIAD | |||||||
| 4527 WEST WENDOVER AVE | Greensboro | NC | 27409 | TO SUPPORT THEIR MISSION | $500 | ||
| LUPUS FOUNDATION | |||||||
| 4530 PARK RD STE 302 | Charlotte | NC | 28209 | RESEARCH AND SUPPORT | $500 | ||
| MAKE A WISH TRIAD | |||||||
| 212 S TRYON ST | Charlotte | NC | 28281 | TO SUPPORT THEIR MISSION | $500 | ||
| MARCH OF DIMES | |||||||
| BOX 2547 | Decatur | IL | 62525 | TO SUPPORT THEIR MISSION | $200 | ||
| MDA | |||||||
| 3300 EAST SUNRISE DR | Tucson | AZ | 85718 | TO SUPPORT THEIR MISSION | $500 | ||
| NATIONAL MS | |||||||
| 2211 MEADOWVIEW ST STE 30 | Greensboro | NC | 27407 | RESEARCH AND OUTREACH | $1,000 | ||
| NATIONAL PARKINSON | |||||||
| BOX 8401 | Raleigh | NC | 27605 | TO SUPPORT THEIR MISSION | $500 | ||
| NC VET MED FOUNDATION NCSU | |||||||
| BOX 8401 | Raleigh | NC | 27605 | EDUCATION | $500 | ||
| NC WILDLIFE | |||||||
| BOX 10626 | Raleigh | NC | 27690 | RESEARCH AND OUTREACH | $500 | ||
| NC ZOOLOGICAL SOCIETY | |||||||
| 4403 ZOO PARKWAY | Asheboro | NC | 27205 | RESEARCH AND CARE OF ANIMALS | $30,000 | ||
| NORTH MYRTLE BEACH RESCUE | |||||||
| PO BOX 555 | North Myrtle Beach | SC | 29597 | TO SUPPORT THEIR MISSION | $200 | ||
| OPERATION SMILE | |||||||
| 502 E CORNWALLIS DR | Greensboro | NC | 27405 | TO SUPPORT THEIR MISSION | $500 | ||
| PINECROFT BAPTIST CHURCH | |||||||
| 2022 W VANDALIA RD | Greensboro | NC | 27407 | TO SUPPORT THEIR MISSION | $30,000 | ||
| RED DOG FARM | |||||||
| 5836 BUR MILL CLUB RD | Greensboro | NC | 27410 | RESCUE AND REHABILITATE NEGLECTED ANIMALS | $500 | ||
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | Boone | NC | 28607 | TO SUPPORT THEIR MISSION | $500 | ||
| SECOND HARVEST FOOD BANK | |||||||
| 3655 REED ST 1 | Winston Salem | NC | 27107 | FOOD AND NUTRITION SERVICES | $500 | ||
| SENIOR AND DISABLED FUND | |||||||
| BOX 85 | San Bernardino | CA | 92410 | TO SUPPORT THEIR MISSION | $1,000 | ||
| SMILE TRAIN | |||||||
| 633 THIRD AVE 9TH FLOOR | New York | NY | 10017 | HELP CHILDREN WITH CLEFTS | $500 | ||
| SOLDIERS ANGELS | |||||||
| 200 NE LOOP 410 | San Antonio | TX | 78217 | SUPPORT OF TROOPS AND DISABLED VETS | $500 | ||
| SPECIAL OLYMPICS | |||||||
| ATTN WEB GIFTS 1133 19TH STREET | Washington | DC | 20036 | HELP CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES | $500 | 12TH FLOOR | |
| SUSAN G KOMEN FOUNDATION | |||||||
| 5005 LBJ FREEWAY | Dallas | TX | 75244 | RESEARCH AND COMMUNITY OUTREACH | $500 | ||
| SYLVAN HEIGHTS BIRD PARK | |||||||
| DRAWER 368 | Scotland Neck | NC | 27874 | EDUCATTION ON CARING FOR ENDANGEDER WATERFOWL | $1,500 | ||
| THE COALITION TO SALUTE AMERICAS HE | |||||||
| 552 FORT EVANS ROAD SUITE 300 | Lansdowne | VA | 20176 | HELP SEVERLY WOUNDED VETERANS AND FAMILIES | $500 | ||
| THE MUSIC ACADEMY | |||||||
| 127 BEAMAN PL | Greensboro | NC | 27410 | TO ENABLE STUDENTS OF ALL AGES TO DEVELOPE THEIR TALENTS | $1,500 | ||
| THE SALVATION ARMY | |||||||
| BOX 5610 | Greensboro | NC | 27435 | TO SUPPORT THEIR MISSION | $500 | ||
| THE SERVANTS CENTER | |||||||
| 1312 LEXINGTON AVE | Greensboro | NC | 27403 | COMMUNITY SERVICE | $500 | ||
| THE USO | |||||||
| PO BOX 96860 | Washington | DC | 20077 | SUPPORT SERVICE MEMBERS AND THEIR FAMILIES | $500 | ||
| TRIAD GOLDEN RETRIEVER RESCUE | |||||||
| 2 FLEMING TERRECE CIRCLE | Greensboro | NC | 27410 | REHABILITATION HUMANE TREATMENT AND PLACEMENT OF GOLDEN RETRIEVERS | $2,000 | ||
| TRIAD HEALTH PROJECT | |||||||
| BOX 5716 | Greensboro | NC | 27435 | RESEARCH AND SUPPORT OF HIV VICTIMS | $500 | ||
| UNC TV | |||||||
| BOX 149000 | Durham | NC | 27709 | TO SUPPORT THEIR MISSION | $500 | ||
| US OLYMPIC COMMITTIE | |||||||
| 1 OLYMPIC PLAZA | Colorado Springs | CO | 80909 | TO SUPPORT THEIR MISSION | $500 | ||
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 410 MEIJER DRIVE | Florence | KY | 41042 | EDUCATION | $5,000 | ||
| VETERANS OF FOREIGN WARS | |||||||
| 2605 S ELM EUGENE ST | Greensboro | NC | 27406 | PROVIDING EDUCATION FOR VETERANS | $500 | ||
| WOUNDED WARRIORS | |||||||
| 4899 BELFORT RD | Jacksonville | FL | 32256 | SUPPORT FOR WOUNDED VETERANS | $1,000 | ||
| CALDWELL MEMORIAL HOSPITAL | |||||||
| PO BOX 1890 | Lenoir | NC | 28645 | TO SUPPORT THEIR MISSION | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,597 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,519 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,002 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,409 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84,527 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,527 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUSSELLENE J ANGEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4826 COUNTRY WOODS LANE | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,145 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAFRA NATL BANK NY | $100,000 | $100,000 |
| WELLS FARGO BK | $100,000 | $99,884 |
| ALLY BANK | $100,000 | $99,768 |
| GOLDMAN SACHS BK USA | $100,000 | $99,807 |
| CATHY BANK | $100,000 | $99,803 |
| BLACKROCK GLOBAL OPPTY | $50,000 | $41,600 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $39,375 | $31,110 |
| ABBOTT LABORATORIES | $42,876 | $74,831 |
| ALTRIA GROUP INC | $58,166 | $51,270 |
| AMGEN INC | $24,924 | $41,093 |
| APPLE INC | $16,620 | $32,399 |
| BP PLC | $15,680 | $18,960 |
| BRIGHTHOUSE FINANCIAL INC | $1,655 | $1,097 |
| CELGENE CORP | $23,836 | $12,818 |
| CHEVRON CORP | $45,407 | $46,941 |
| CISCO SYSTEMS INC | $5,170 | $9,158 |
| COCA COLA COMPANY | $9,170 | $10,127 |
| EMERSON ELECTRIC CO | $12,438 | $12,671 |
| EXXON MOBIL CORP | $19,364 | $14,742 |
| GENERAL MILLS INC | $27,389 | $20,620 |
| GILEAD SCIENCES INC | $35,164 | $26,384 |
| INTERNATIONAL PAPER CO | $16,675 | $12,464 |
| JOHNSON & JOHNSON | $31,089 | $40,740 |
| KELLOGG CO | $34,763 | $29,929 |
| KIMBERLY CLARK CORP | $21,526 | $24,164 |
| KRAFT HEINZ CO | $11,591 | $9,252 |
| LINCOLN NATIONAL CORP | $9,109 | $10,585 |
| LOWES COMPANIES INC | $10,132 | $19,098 |
| METLIFE INC | $15,693 | $17,571 |
| PHILIP MORRIS INTL INC | $74,813 | $55,114 |
| QUALCOMM INC | $316 | $248 |
| VERITIV CORP | $35 | $25 |
| FIRST TRUST | $113,350 | $100,300 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BELL HNW HORIZONS LLC | $114,631 | $282,711 |
| BELL OLMSTEAD PARK HNW LLC | $207,570 | $250,000 |
| BELL HNW FUND V LLC | $246,452 | $427,798 |
| BELL HNW FUND VI LLC | $118,546 | $135,040 |
| CAMERON AT THE SUMMIT PROPERTIES LLC | $151,559 | $250,588 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETAINER | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,000 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DECREASE IN FUND BALANCE | $47,785 |
| CONTRIBUTIONS INCLUDED IN PRIOR YEAREND BOOK BALANCE | $146,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAMERON AT THE SUMMIT PROPERTIES LLC | Desc |
| Revenue And Expenses Per Books | $7,002 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,002 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,002 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,781 | Amt |
| Net Investment Income | $5,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,781 | AdjustedNetIncomeAmt |