STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE BELL FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE BELL FAMILY FOUNDATION (EIN 58-6367642)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-15
IRS object ID
201700469349100725
Schema version
2015v3.0
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)
Return2017-02-15T22:54:07ZReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12131 HOG MOUNTAIN RDAddressLine1Txt
CityWATKINSVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP30677ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

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
Phone4048488084PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 WOODWARD WAYAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRIFFIN B BELL JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4048488084PhoneNum
Signature2017-02-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRuth DanielPreparerPersonNm
PTINP00110410PTIN
Phone7067695596PhoneNum
Preparation2017-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$499,668FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,501InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,501InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7,501InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,828DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,828DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,828DividendsAdjNetIncmAmt
Total Rev And Expnss$14,329TotalRevAndExpnssAmt
Total Net Invst Incm$14,329TotalNetInvstIncmAmt
Total Adj Net Incm$14,329TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$307TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$101OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,658TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$16,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,329ExcessRevenueOverExpensesAmt
Net Investment Income$14,329NetInvestmentIncomeAmt
Adjusted Net Income$14,329AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,544CashBOYAmt
Cash EOY$16,491CashEOYAmt
Cash EOYFMV$16,491CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,037SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$237,656CorporateStockBOYAmt
Corporate Stock EOY$237,656CorporateStockEOYAmt
Corporate Stock EOYFMV$381,140CorporateStockEOYFMVAmt
Other Investments BOY$100,000OtherInvestmentsBOYAmt
Other Investments EOY$100,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$359,513TotalAssetsBOYAmt
Total Assets EOY$356,184TotalAssetsEOYAmt
Total Assets EOYFMV$499,668TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$361,712CapitalStockBOYAmt
Capital Stock EOY$359,513CapitalStockEOYAmt
Retained Earning BOY-$2,199RetainedEarningBOYAmt
Retained Earning EOY-$3,329RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$359,513TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$356,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$359,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$356,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$359,513TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,329ExcessRevenueOverExpensesAmt
Subtotal$356,184SubtotalAmt
Tot Net Ast Or Fund Balances EOY$356,184TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Investment Income Pct$143NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$143AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$143InvestmentIncomeExciseTaxAmt
Subtotal$143SubtotalAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Tax Due$143TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
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 B BELL JRIndividualWithBooksNm
Phone4048488084PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line12555 HABERSHAM RDAddressLine1Txt
CountryGACountryCd
Foreign Postal30305ForeignPostalCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12009UndistributedIncomePY1Yr
Undistributed Income PY22010UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GRIFFIN B BELL JR
PO BOX 2467HighlandsNC28741TRUSTEE2.00$0
GRIFFIN B BELL III
529 AVERY STDecaturGA30030TRUSTEE2.00$0
GRIFFIN B BELL JR
PO BOX 2467HighlandsNC28741DISTRI COMMITTEE0.00$0
GRIFFIN BELL III
529 AVERY STDecaturGA30030DISTRI COMMITTEE0.00$0
GLENDA M BELL
PO BOX 2467HighlandsNC28741DISTRI COMMITTEE0.00$0
KATHERINE MCCLURE
737 WOODWARD WAYAtlantaGA30327DISTRI COMMITTEE0.00$0
JESSICA BELL
529 AVERY STDecaturGA30030DISTRI COMMITTEE0.00$0
CHRISTIAN MCCCLURE
737 WOODWARD WAYAtlantaGA30327DITRI COMMITTEE0.00$0
NANCY K BELL
1180 PEACHTREE STAtlantaGA30309DISTRI COMMITTEE0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Total Tax$143TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,000ExpensesAndContributionsAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$143PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,857AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$16,000QualifyingDistributionsAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGRIFFIN B BELL JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2467AddressLine1Txt
CityHIGHLANDSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28741ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8285265667RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CURE ALZHEIMERS FUND
34 WASHINGTON ST SUITE 200WELLESLEY HILLSMA024815 - PCGENERAL OPERATIONS$1,000
CITY OF REFUGE
1300 JOSEPH E BOONE BLVDATLANTAGA303145 - PCGENERAL OPERATIONS$1,000
BASSETT HOUND RESCUE OF GEORGIA INC
PO BOX 680322MARIETTAGA300685 - PCGENERAL OPERATIONS$1,000
MERCER UNIVERSITY
1501 MERCER UNIVERSITY DRMACONGA312075 - PCGENERAL OPERATIONS$500
FOOD FOR THE POOR
6401 LYONS RDCOCONUT CREEKFL330735 - PCGENERAL OPERATIONS$1,500
GLOBAL GROWERS NETWORK
1763 BIG VALLEY WAYSTONE MOUNTAINGA300835 - PCGENERAL OPERATIONS$500
INTERNATIONAL JUSTICE MISSION
PO BOX 58147WASHINGTONDC200375 - PCGENERAL OPERATIONS$1,000
TRUENORTH FREEDOM PROJECT
PO BOX 724946ATLANTAGA311395 - PCGENERAL OPERATIONS$1,000
HIGHLANDS LAND TRUST
348 SOUTH FIFTH STHIGHLANDSNC287415 - PCGENERAL OPERATIONS$1,000
CASHIERSHIGHLANDS HUMAINE SOCIETY
PO BOX 638CASHIERSNC287175 - PCGENERAL OPERATIONS$1,000
SHEPHARD CLINIC
2020 PEACHTREE RD NWATLANTAGA303095 - PCGENERAL OPERATIONS$1,000
DISABILITY CONNECTION
170 COLLEGE STMACONGA312015 - PCGENERAL OPERATIONS$500
MAINSPRING CONSERVATION TRUST
557 E MAIN STFRANKLINNC287345 - PCGENERAL OPERATIONS$1,000
GA SOUTHWEST UNIVERSITY
800 GA SOUTHWESTERN STATE UNIV DRAMERICUSGA317095 - PCGENERAL OPERATIONS$1,000
SOUTH GA TECHNICAL COLLEGE
PO BOX 6102AMERICUSGA317095 - PCGENERAL OPERATIONS$1,000
SUMTER HISTORICAL SOCIETY
PO BOX 100AMERICUSGA317095 - PCGENERAL OPERATIONS$1,000
FIRST UNITED METHODIST CHURCH
200 SOUTH LEE STREETAMERICUSGA317095 - PCGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,501ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,828ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,329ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,329TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt

Compensation Explanation CompensationExplanation

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1000SH AT&T INC COMMON$25,882$43,210
1000SH FLOWERS FOODS INC COMMON$22,028$18,750
1000SH SOUTHERN CO$42,669$53,630
5000SH TOTAL SYS SVCS INC$147,077$265,550

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORTGAGE FUND III LLCCategoryOrItemTxt
Book Value$100,000BookValueAmt
EOYFMV$100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$101RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$307Amt