ROSS ANGEL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROSS ANGEL FOUNDATION (EIN 56-2013753)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349100242
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T15:40:11Z | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Betty Gaydon | PreparerPersonNm |
| PTIN | P00066078 | PTIN |
| Phone | 3368544141 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.111.216.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 09:50:02 | IPTm |
| Federal Original Submission Id | 56282720171313229275 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED15EA90269100CBA005DA68651664D28FA523B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ED15EA90269100CBA005DA68651664D28FA523B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,725,211 | 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 | $167,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,117 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,117 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $659,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,035 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,400 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $203,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,351 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,223 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,223 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,266 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,266 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,487 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,351 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,039 | CashBOYAmt |
| Cash EOY | $54,973 | CashEOYAmt |
| Cash EOYFMV | $54,973 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $842,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $707,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $707,405 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $444,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $508,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $597,827 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $450,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $550,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $549,718 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $544,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $680,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $815,288 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,323,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,501,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,725,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,323,977 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,501,195 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,323,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,501,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,323,977 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,501,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,323,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,218 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,501,195 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,501,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHARES JOHNSON CONTROLS | P | 2015-12-30 | 2016-08-09 | $13,437 | $12,086 | $1,351 | $1,351 |
| 100 SHARES JOHNSON CONTROLS | P | 2013-07-09 | 2016-08-09 | $4,479 | $3,641 | $838 | $838 |
| 100 SHARES JOHNSON CONTROLS | P | 2014-10-15 | 2016-08-09 | $4,479 | $3,992 | $487 | $487 |
| 300 SHARES MCDONALDS CORP | P | 2014-10-28 | 2016-06-07 | $36,884 | $27,525 | $9,359 | $9,359 |
| EVERBANK CD REDEMPTION | P | 2016-01-05 | 2016-07-19 | $200,000 | $200,000 | ||
| BRCLY BK DEL CD REDEMPTION | P | 2014-12-09 | 2016-06-17 | $200,000 | $200,000 | ||
| COMENITY CAP CD REDEMPTION | P | 2014-10-07 | 2016-04-14 | $100,000 | $100,000 | ||
| GE CAP BK CD REDEMPTION | P | 2014-10-07 | 2016-10-11 | $100,000 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,351 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,402,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,170,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $249,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $467,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $110,078 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $495,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.222148 | DistributionYr5Rt |
| Total Distribution | 0.637795 | TotalDistributionRt |
| Average Distribution | 0.127559 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,684,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $342,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $342,508 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $194 | SubtotalAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $194 | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUSSELLENE ANGEL | IndividualWithBooksNm |
| Phone | 3362922227 | 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 | $1,147,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $762,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $815,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,725,211 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,725,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,684,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $134,023 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,023 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,023 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,136 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $106,232 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $106,232 | ExcessDistriCyovAppCYCorpusAmt |
| Undistributed Income CY | $27,791 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,117 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,110 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,035 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BELL PARTNERS | Desc |
| Related Or Exempt Function Incm | $2,400 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,662 | 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 LN | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $167,532 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS BANK USA NEW YORK NY CD | $50,000 | $50,010 |
| COMENITY CAPITAL BANK SALT LAKE CITY UT CD | $100,000 | $100,000 |
| EVERBANK JACKSONVILLE FL CD | $200,000 | $200,000 |
| WELLS FARGO BANK SIOUX FALLS SD CD | $100,000 | $100,116 |
| CAPITAL ONE BANK USA GLEN ALLEN VA CD | $100,000 | $99,592 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT & T | $16,798 | $21,265 |
| ABBOTT LABORATORIES | $40,930 | $38,410 |
| ALTRIA GROUP INC | $8,223 | $13,524 |
| AMGEN INC | $22,899 | $29,242 |
| APPLE INC | $15,666 | $23,164 |
| BP PLC SPONSORED ADR | $15,680 | $18,690 |
| CHEVRON CORP | $41,765 | $47,080 |
| CISCO SYSTEMS INC | $4,729 | $6,044 |
| COCA COLA COMPANY | $8,543 | $8,292 |
| EMERSON ELECTRIC COMPANY | $11,643 | $11,150 |
| EXXON MOBILE CORP | $18,062 | $18,052 |
| GENERAL ELECTRIC CO | $25,409 | $31,600 |
| GILEAD SCIENCES INC | $19,545 | $14,322 |
| INTERNATIONAL PAPER COMPANY | $29,813 | $37,142 |
| KIMBERLY CLARK CORP | $20,116 | $22,824 |
| KRAFT HEINZ CO | $11,056 | $17,464 |
| LILLY ELI & COMPANY | $33,410 | $36,775 |
| LINCOLN NATIONAL CORP | $8,666 | $13,254 |
| LOWES COMPANIES INC | $9,533 | $14,224 |
| MERCK & COMPANY INC NEW | $10,720 | $11,774 |
| METLIFE INC | $16,048 | $21,556 |
| PFIZER INC | $11,429 | $12,992 |
| PROCTER & GAMBLE COMPANY | $16,485 | $16,816 |
| QUALLCOMM INC | $51,940 | $65,200 |
| VERITIV CORP | $35 | $54 |
| GENERAL MILLS INC | $9,890 | $12,354 |
| JOHNSON & JOHNSON | $28,983 | $34,563 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMERON AT THE SUMMIT PROPERTY | $187,637 | $217,082 |
| BELL HNW FUND V LLC | $307,113 | $361,941 |
| BELL HNW HORIZONS LLC | $177,893 | $227,465 |
| BELL HNW FUND VI LLC | $8,158 | $8,800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROSSABI, BLACK AND SLAUGHTER | CategoryTxt |
| Legal Fees | $9,223 | LegalFeesAmt |
| Net Investment Income | $9,223 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPRECIATION | Desc |
| Revenue And Expenses Per Books | $11,487 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,487 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BELL HNW FUND V LLC | -$5,333 | -$5,333 |
| CAMERON AT THE SUMMIT PROPERTIES LLC K1 | $2,917 | $2,917 |
| BELL HNW HORIZONS LLC | $5,458 | $5,458 |
| BELL HNW FUND VI LLC | -$642 | -$642 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $5,266 | Amt |
| Net Investment Income | $5,266 | NetInvestmentIncomeAmt |