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ROSS ANGEL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROSS ANGEL FOUNDATION (EIN 56-2013753)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-16
IRS object ID
201812899349100306
Schema version
2017v2.3
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)
Return2018-10-16T14:54:33ZReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203706839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 SPRING GARDEN STAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562013753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSS ANGEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROSSBusinessNameControlTxt
Phone3362922227PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13011-B SPRING GARDEN STAddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELLENE ANGELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3362922227PhoneNum
Signature2018-10-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBetty GaydonPreparerPersonNm
PTINP00066078PTIN
Phone3368544141PhoneNum
Preparation2018-10-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.111.216.68IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-16IPDt
IP Tm10:00:09IPTm
Federal Original Submission Id56282720181052820663FederalOriginalSubmissionId
Federal Original Submission Id2018-04-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE38332C46C48F397DD3A5346C4BBBB71F054363CAtSubmissionCreationDeviceId
At Submission Filing Device IdE38332C46C48F397DD3A5346C4BBBB71F054363CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,185,391FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$255,432ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,771InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,771InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,331DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,331DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,593NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss$2,926OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,926OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$2,926OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$286,053TotalRevAndExpnssAmt
Total Net Invst Incm$29,028TotalNetInvstIncmAmt
Total Adj Net Incm$2,926TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$9,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,000LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$9,000LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$9,000LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,592OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,592OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,592OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,592OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,592TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,592TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$14,592TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,592TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$162,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$162,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$176,592TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,592TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$14,592TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$176,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$109,461ExcessRevenueOverExpensesAmt
Net Investment Income$14,436NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,973CashBOYAmt
Cash EOY$43,842CashEOYAmt
Cash EOYFMV$43,842CashEOYFMVAmt
Sav And Temp Cash Invst BOY$707,405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$974,703SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$974,703SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$508,016CorporateStockBOYAmt
Corporate Stock EOY$563,663CorporateStockEOYAmt
Corporate Stock EOYFMV$704,136CorporateStockEOYFMVAmt
Corporate Bonds BOY$550,000CorporateBondsBOYAmt
Corporate Bonds EOY$250,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$248,766CorporateBondsEOYFMVAmt
Other Investments BOY$680,801OtherInvestmentsBOYAmt
Other Investments EOY$882,062OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,213,944OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,501,195TotalAssetsBOYAmt
Total Assets EOY$2,714,270TotalAssetsEOYAmt
Total Assets EOYFMV$3,185,391TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,501,195UnrestrictedBOYAmt
Unrestricted EOY$2,714,270UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,501,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,714,270TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,501,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,714,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,501,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$109,461ExcessRevenueOverExpensesAmt
Other Increases$103,614OtherIncreasesAmt
Subtotal$2,714,270SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,714,270TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets$3,137,610NetVlNoncharitableAssetsAmt
Net Investment Income Pct$144NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$144AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$176,592QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$144InvestmentIncomeExciseTaxAmt
Subtotal$144SubtotalAmt
Tax Based On Investment Income$144TaxBasedOnInvestmentIncomeAmt
Tax Due$144TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRUSSELLENE ANGELIndividualWithBooksNm
Phone3368544141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13011 B SPRING GARDEN STAddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27403ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RICHARD FORMAN
3011 B SPRING GARDEN STGreensboroNC27403SECRETARY/TREASURER1.00$0
RUSSELLENE ANGEL
3011 B SPRING GARDEN STGreensboroNC27403PRESIDENT1.00$0
WILLIAM R JOHNSON
3011 B SPRING GARDEN STGreensboroNC27403VICE PRESIDENT1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$952,902AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,018,545AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,213,944FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,185,391TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,185,391AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,781CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,137,610NetVlNoncharitableAssetsAmt
Minimum Investment Return$156,881MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$156,881MinimumInvestmentReturnAmt
Tax Based On Investment Income$144TaxBasedOnInvestmentIncomeAmt
Total Tax$144TotalTaxAmt
Distributable Before Adj$156,737DistributableBeforeAdjAmt
Distributable Before Ded$156,737DistributableBeforeDedAmt
Distributable As Adjusted$156,737DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$176,592ExpensesAndContributionsAmt
Qualifying Distributions$176,592QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$144PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$176,448AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,737DistributableAsAdjustedAmt
Undistributed Income PY$27,791UndistributedIncomePYAmt
Qualifying Distributions$176,592QualifyingDistributionsAmt
Applied To Year1$27,791AppliedToYear1Amt
Applied To Current Year$148,301AppliedToCurrentYearAmt
Undistributed Income CY$8,436UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALS
4 N BLOUNTRALEIGHNC27601NONEPFTO HELP SUPPORT RESEARCH AND PROVIDE LOCAL PROGRAMS AND SERVICES$500
ALZHEIMERS FOUNDATION OF AMERICA
BOX 1950ClarksburgMD20871NONEPFRESEARCH AND TRAINING$500
AMERICAN BIBLE SOCIETY
101 N INDEPENDENCE MALL E FI 8PhiladelphiaPA19106NONEPFPROVIDE BIBLES FOR THE NEEDED$500
AMERICAN CANCER SOCEITY
7027 ALBERT PICK RD STE 104GreensboroNC27409NONEPFRESEARCH AND PUBLIC SERVICE$500
AMERICAN DIABETES ASSOCIATION
222 S CHURCH ST STE 336MCharlotteNC28202NONEPFRESEARCH AND PUBLIC SERVICE$500
AMERICAN HEART ASSOCIATION
101 CENTERPOINT DRGreensboroNC27409NONEPFRESEARCH AND OUTREACH$500
AMERICAN LUNG ASSOCIATION
514 DANIELS STREETRaleighNC27605NONEPFRESEARCH AND OUTREACH$500
AMERICAN RED CROSS
PO BOX 14710GreensboroNC27415NONEPFRESEARCH AND OUTREACH$500
ARTHRITIS FOUNDATION
1355 PEACHTREE ST NE SUITE 600AtlantaGA30309NONEPFRESEARCH AND OUTREACH$500
ARTS GREENSBORO
PO BOX 877GreensboroNC27402NONEPFRESEARCH AND OUTREACH$500
BILLY GRAHAM ASSOCIATION
1 BILLY GRAHAM PARKWAYCharlotteNC28201NONEPFRESEARCH AND OUTREACH$500
BOYS AND GIRLS HOME OF NC
PO BOX 127Lake WaccamawNC28450NONEPFRESEARCH AND OUTREACH$500
CAMPBELL UNIVERSITY
BOX 116Buies CreekNC27506NONEPFSCHOLARSHIP FUND$10,000
CHILDRENS HOME SOCIETY
PO BOX 14608GreensboroNC27415NONEPFSUPPORT AND RESOURCES FOR CHILDREN$1,000
CHILDRENS MUSEUM
220 N CHURCH STGreensboroNC27401NONEPFEDUCATION$500
CHILDRENS HOPE ALLIANCE
8358 SIX FORKS RD STE 203RaleighNC27615NONEPFGIVING A SAFE HAVEN TO CHILDREN$500
CITY OF HOPE
1055 WILSHIRE BLVDLos AngelesCA90017NONEPFRESEARCH AND OUTREACH$500
CURE PSP
404 FIFTH AVENUE 3RD FLOORNew YorkNY10018NONEPFPROVIDING INFORMATATION AND SUPPORT$200
DELAWARE VALLEY GOLDEN RETRIEVER RE
60 VERA CRUZ RDReinholdsPA17569NONEPFANIMAL RESCUE AND CARE$2,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HagerstownMD21741NONEPFINTERNATIONAL MEDICAL AID$500
DUKE CHILDRENS HOSPITAL
BOX 90581DurhamNC27708NONEPFRESEARCH AND OUTREACH$500
EASTER SEALS
BOX 28239RaleighNC27611NONEPFEDUCATION AND OUTREACH$200
ELON HOME FOR CHILDREN
1717 SHARON RD WESTCharlotteNC28201NONEPFTEACHING LIFE SKILLS TO CHILDREN$500
FEED THE CHILDREN
PO BOX 36Oklahoma CityOK73101NONEPFFOOD SUPPLIES$200
FIRST MORAVUAN CHURCH
304 SOUTH ELAM AVEGreensboroNC27403NONEPFTO SUPPORT THEIR MISSION$3,000
FLIGHT NATIONAL MEMORIAL
BOX6591WashingtonDC20090NONEPFBUILD MEMORIAL$500
FREEDOM ALLIANCE
2257 MARKEY CTDullesVA20166NONEPFTO SUPPORT THEIR MISSION$500
FRIENDS FOREVER
PO BOX 77262GreensboroNC27417NONEPFRESCUE AND SUPPORT ANIMALS$200
FRIENDS HOME
925 NEW GARDEN RDGreensboroNC27410NONEPFTO SUPPORT THEIR MISSION$500
GEORGE BUSH PRESIDENTIAL CTR
BOX 560887DallasTX75356NONEPFEDUCATION$500
GIDEONS GREENSBORO NW CAMP
BOX 19524GreensboroNC27419NONEPFTO PROVIDE CHILDREN A SAFE PLACE$500
GIDEON GROVE UMC
BOX 444StokesdaleNC27357NONEPFTO SUPPORT THEIR MISSION$5,000
GREATER PIEDMONT TEEN CHALL
1912 BOULEVARD STGreensboroNC27407NONEPFHELP YOUNG ADULTS STRUGGLING WITH ADDICTIONS$500
GREENSBORO SYMPHONY
200 N DAVIE STGreensboroNC27401NONEPFTO PROVIDE EDUCATION IN MUSIC$500
GREENSBOR URBAN MINISTRY
305 WEST MARKET STGreensboroNC27406NONEPFTO PROVIDE FOOD$500
HABITAT FOR HUMANITY
BOX 3402GreensboroNC27402NONEPFHELP THE HOMELESS$500
HEARTSTRINGS COMMUNITY FOUNDATION
7086 W 105TH STOverland ParkKS66212NONEPFPROVIDE OPPORTUNITIES TO ADULS WITH DISABILITIES$500
HOSPICE AND PALLATIVE CARE
2500 SUMMIT AVEGreensboroNC27405NONEPFTO HELP SUPPORT THEIR MISSION$500
HUMANE SOCIETY OF THE TRIAD
4527 WEST WENDOVER AVEGreensboroNC27409NONEPFTO HELP SUPPORT THEIR MISSION$500
MAKE A WISH TRIAD
212 S TRYON STCharlotteNC28281NONEPFTO SUPPORT THEIR MISSION$500
MARCH OF DIMES
BOX 2547DecaturIL62525NONEPFTO HELP SUPPORT THEIR MISSION$200
MDA
3300 EAST SUNRISE DRTucsonAZ85718NONEPFTO HELP SUPPORT THEIR MISSION$500
NATIONAL MS
2211 MEADOWVIEW STE 30GreensboroNC27407NONEPFRESEARCH AND OUTREACH$1,000
NC VET MED FOUNDATION NCSU
BOX 8401RaleighNC27605NONEPFRESEARCH AND OUTREACH$500
NC WILDLIFE
BOX 10626RaleighNC27690NONEPFRESEARCH AND OUTREACH$500
NC ZOOLOGICAL SOCIETY
4403 ZOO PARKWAYAsheboroNC27205NONEPFRESEARCH AND CARE OF ANIMALS$10,000
N MYRTLE BEACH RESCUE SQUAD
PO BOX 555North Myrtle BeachSC29597NONEPFTO SUPPORT THEIR MISSION$200
OPERATION SMILE
502 E CORNWALLIS DRGreensboroNC27405NONEPFTO SUPPORT THEIR MISSION$500
RED DOG FARM
5836 BUR MILL CLUB RDGreensboroNC27410NONEPFRESCUE AND REHABILITATE NEGLECTED ANIMALS$500
SAMARITANS PURSE
PO BOX 3000BooneNC28607NONEPFTO SUPPORT THEIR MISSION$500
SENIOR DISABLED FUND
BOX 85San BernardinoCA92410NONEPFTO SUPPORT THEIR MISSION$500
SOLDIERS ANGELS
200 NE LOOP 410San AntonioTX78217NONEPFSUPPORT OF TROOPS AND DISABLED VETERENS$500
SPECIAL OLYMPICS
ATTN WEB GIFTSWashingtonDC20036NONEPFHELPING CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES$5001133 19TH STREET NW 12TH FLOOR
SYLVAN HEIGHTS
DRAWER 368Scotland NeckNC27874NONEPFCARING FOR ENDANGERED WATERFOWL$1,000
THE COALITION TO SALUTE AMERICAS
552 FORT EVANS ROAD SUITE 300LansdowneVA20176NONEPFHELP SEVERLY WOUNDED VETERANS AND FAMILIES$500
THE MUSIC ACADEMY
127 BEAMAN PLGreensboroNC27410NONEPFTO ENABLE STUDENTS OF ALL AGES INTEREST AND ABILITIES$500
THE USO
PO BOX 96860WashingtonDC20077NONEPFSUPPORT SERVICE MEMBERS AND THEIR FAMILIES$500
TRIAD GOLDEN RETRIEVER RESCUE
2 FLEMING TERRACE CIRCLEGreensboroNC27410NONEPFREHABIILITATION HUMANE TREATMENT AND PLACEMENT OF GOLDEN RETRIEVERS$2,000
TRIAD HEALTH PROJECT
BOX 5716GreensboroNC27435NONEPFRESEARCH AND SUPPORT OF HIV VICTIMS$500
UNC TV
BOX 14900DurhamNC27709NONEPFTO SUPPORT THEIR MISSION$500
U S OLYMPIC COMMITTIE
1 OLYMPIC PLAZAColorado SpringsCO80909NONEPFTO SUPPORT THEIR MISSION$500
VETERANS OF FOREIGN WARS
2605 S ELM EUGENE STGreensboroNC27406NONEPFPROVIDING EDUCATION FOR VETERANS$500
WOUNDED WARRIORS
4899 BELFORT RDJacksonvilleFL32256NONEPFSUPPORT FOR WOUNDED VETERANS$1,000
LUPUS FOUNDATION
4530 PARK RD STE 302CharlotteNC28209NONEPFRESEARCH AND SUPPORT$500
PINECROFT BAPTIST CHURCH
2022 W VANDALIA RDGreensboroNC27407NONEPFTO SUPPORT THEIR MISSION$10,000
SUSAN G KOMEN
5005 LBJ FREEWAYDallasTX75244NONEPFRESEARCH, COMMUNITY OUTREACH AND PU$500
SECOND HARVEST FOOD BANK
3655 REED ST 1Winston SalemNC27107NONEPFFOOD AND NUTRITION SERVICES$500
HELPING HANDS CLINIC
810 HARPER AVE NWLenoirNC28645NONEPFTO SUPPORT THEIR MISSION$500
CONE HEALTH FOUNDATION
721 GREEN VALLEY RD STE 102GreensboroNC27408NONEPFRESEARCH AND OUTREACH$500
GRAND STAND HUMANE SOC
3241 10TH AVE EXT NMyrtle BeachSC29577NONEPFLOW COST WALK IN VETERINARY CLINIC$500
HOPE ACADEMY
2300 CHICAGO AVE SMinneapolisMN55404NONEPFWORKING WITH INNER-CITY NEIGHBORS WITH EDUCATION$25,000
PROJECT CHANCE
95512 ARBOR LANEAmelia IslandFL32034NONEPFDEDICATED TO PROVIDING ASSISTANCE DOGS TO KIDS WITH AUTISM$41,000
GOATS FOR THE OLD GOAT
501 KINGS HIGHWAY EAST SUITE 400FairfieldCT06825NONEPFHELPING END HUNGER$1,800
UNIVERSITY OF THE CUMBERLANDS
410 MEIJER DRIVEFlorenceKY41042NONEPFEDDUCATION$10,000
HILLSDALE COLLEGE
33 E COLLEGE STHillsdaleMI49242NONEPFEDUCATION$10,000
THE SALVATION ARMY
BOX 5310GreensboroNC27435NONEPFTO SUPPORT THEIR MISSION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$162,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,771RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,331RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,926RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,593RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,621RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,621TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRUSSELLENE ANGELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14826 COUNTRY WOODS LANEAddressLine1Txt
CityGreensboroCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd
FieldValueIRS element (for citing)
Total Contributions$255,432TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GENERAL ELECTRIC COMPANY2017-04PURCHASE2017-12$142$240-$98
GENERAL ELECTRIC COMPANY2017-07PURCHASE2017-12$165$242-$77
GENERAL ELECTRIC COMPANY2017-10PURCHASE2017-12$196$244-$48
INTL PAPER COMPANY2016-06PURCHASE2017-01$26,849$20,630$6,219
MERCK & COMPANY INC2017-04PURCHASE2017-05$94$94
BRIGHTHOUSE FINL INC2016-06PURCHASE2017-08$53$41$12
GENERAL ELECTRIC COMPANY2013-07PURCHASE2017-12$3,492$4,757-$1,265
GENERAL ELECTRIC COMPANY2015-10PURCHASE2017-12$3,492$4,788-$1,296
GENERAL ELECTRIC COMPANY2015-10PURCHASE2017-12$10,476$15,864-$5,388
INTL PAPER COMPANY2013-07PURCHASE2017-01$5,370$4,636$734
INTL PAPER COMPANY2014-10PURCHASE2017-01$5,370$4,547$823
MERCK & COMPANY INC2013-07PURCHASE2017-05$3,174$2,388$786
MERCK & COMPANY INC2014-10PURCHASE2017-05$9,523$8,332$1,191
COMENITY CAP2016-10PURCHASE2017-05$100,000$100,000
EVERBANK2016-11PURCHASE2017-12$200,000$200,000
GS BK USA2015-01PURCHASE2017-01$50,000$50,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK 2022 GLOBAL INCOME OPPTY$50,000$49,000
WELLS FARGO BANK NA$100,000$99,975
CAPITAL ONE BANK USA NA$100,000$99,791

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC$37,276$39,936
ABBOTT LABORATORIES$41,730$58,004
ALTRIA GROUP INC$8,603$14,671
AMGEN INC$23,828$35,712
APPLE INC$16,046$34,246
BP PLC SPONSORED ADR$15,680$21,015
BRIGHTHOUSE FINANCIAL$1,655$2,111
CELGENE CORP$23,836$20,872
CHEVRON CORP$43,519$52,025
CISCO SYSTEMS INC$4,905$7,861
COCA-COLA COMPANY$8,843$9,484
EMERSON ELECTRIC COMPANY$12,032$14,378
EXXON MOBILE CORP$18,683$17,366
GENERAL MILLS INC$26,378$30,131
GILEAD SCIENCES INC$34,222$29,257
JOHNSON & JOHNSON$29,990$42,968
KIMBERLY CLARK CORP$20,702$24,695
KRAFT HEINZ CO$11,069$16,000
ELI LILLY & COMPANY$34,460$43,299
LINCOLN NATIONAL CORP$8,840$15,561
LOWES COMPANIES INC$9,768$18,862
METLIFE INC$14,999$20,851
PFIZER INC$11,816$14,897
PROCTER & GAMBLE COMPANY$16,902$18,807
QUALCOMM INC$54,214$66,553
VERITIV CORP$35$29
KELLOGG COMPANY$33,632$34,545

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BELL HNW FUND V$274,095$404,891
BELL HNW FUND VI$37,581$43,850
BELL HNW HORIZONS$179,178$290,011
CAMERON AT THE SUMMIT PROPERTIES LLC$167,790$230,192
BELL OLMSTEAD PARK HNW$223,418$245,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRETAINERCategoryTxt
Legal Fees$9,000LegalFeesAmt
Net Investment Income$9,000NetInvestmentIncomeAmt
Adjusted Net Income$9,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,000DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CAMERON AT THE SUMMIT PROPERTIES, LLC K1$1,056$1,056$1,056
BELL HNW HORIZONS, LLC K1$1,870$1,870$1,870

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN BASISDesc
Amt$103,614Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$5,592Amt
Net Investment Income$5,592NetInvestmentIncomeAmt
Adjusted Net Income$5,592AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,592DisbursementsCharitablePrpsAmt