ROSS ANGEL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROSS ANGEL FOUNDATION (EIN 56-2013753)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-22
- IRS object ID
- 201601139349101405
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-22T14:08:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271033346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM ACCOUNTING AND BUSINESS SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 SPRING GARDEN ST E STE | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETTY GAYDON | PreparerPersonNm |
| PTIN | P00066078 | PTIN |
| Phone | 3368544141 | PhoneNum |
| Preparation | 2016-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,438,619 | 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 | $245,556 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,027 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,027 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,720 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,772 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $934 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $934 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $261,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,681 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,047 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,401 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,348 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,129 | CashBOYAmt |
| Cash EOY | $42,039 | CashEOYAmt |
| Cash EOYFMV | $42,039 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $664,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $842,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $842,701 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $359,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $444,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $484,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $698,881 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,247 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $327,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $544,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $619,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,141,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,323,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,438,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,141,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,323,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,141,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,141,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,323,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,141,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,323,977 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,323,977 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,170,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $249,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.262396 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $467,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $495,517 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.222148 | DistributionYr4Rt |
| Total Distribution | 0.614523 | TotalDistributionRt |
| Average Distribution | 0.153631 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,402,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $369,028 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $369,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | Yes (true) | 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 STREET | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUSSELLENE ANGEL | ||||||||
| 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD FORMAN | ||||||||
| 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| WILLIAM R JOHNSON JR | ||||||||
| 3011 B SPRING GARDEN ST | GREENSBORO | NC | 27403 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $934,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $884,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $619,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,438,619 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,438,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,402,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,102 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $120,102 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,102 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,102 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $55,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,102 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $66,598 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,136 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $170,434 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,900 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $64,202 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,202 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,232 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $106,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,396 | ExcessFromYear4Amt |
| Excess From Year3 | $46,700 | ExcessFromYear3Amt |
| Excess From Year2 | $57,136 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||||
| PIEDMONT OFFICE | 3800 SHAMROCK RD | CHARLOTTE | NC | 28215 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| AMERICAN BIBLE SOCEITY | ||||||||
| BOX 96812 | WASHINGTON | DC | 20090 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| AMERICAN CANCER SOCEITY | ||||||||
| SOUTH ATLANTIC DIVISION | BOX 41912 | RALEIGH | NC | 27629 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| BOX 1834 | MERRIFIELD | VA | 22116 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| 101 CENTERPOINT DR | GREENSBORO | NC | 27409 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 130 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 514 DANIELS STREET | RALEIGH | NC | 27605 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 109 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 14710 | GREENSBORO | NC | 27415 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| ARTS GREENSBORO | ||||||||
| BOX 877 | GREENSBORO | NC | 27402 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| BARIUM SPRINGS HOME FOR CHILDREN | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| BILLY GRAHAM ASSOCIATION | ||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| BOYS AND GIRLS HOME OF NC | ||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| CAMPBELL UNIVERSITY | ||||||||
| BOX 116 | BUIES CREEK | NC | 27506 | PUBLIC | TO SUPPORT THIER MISSION | $10,000 | ||
| CHILDRENS HOME SOCEITY | ||||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | ||
| CITY OF HOPE | ||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 1200 | |
| COALITION TO SALUTE AMERICAS HEROS | ||||||||
| BOX 1073 | SPRINGFIELD | VA | 22151 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| CURE PSP | ||||||||
| 30 E PADONIA RD | LUTHERVILLE TIMONIUM | MD | 21093 | PUBLIC | TO SUPPORT THIER MISSION | $200 | SUITE 201 | |
| DELEWARE VALLEY GOLDEN RETRIEVIER R | ||||||||
| 60 VERA CRUZ RD | REINHOLDS | PA | 17569 | PUBLIC | TO SUPPORT THIER MISSION | $2,000 | ||
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| DUKE CHILDRENS HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT | BOX 90581 | DURHAM | NC | 27708 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| EASTER SEALS | ||||||||
| BOX 28239 | RALEIGH | NC | 27611 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| ELON HOME FOR CHILDREN | ||||||||
| 1717 SHARON RD WEST | CHARLOTTE | NC | 28201 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| FEED THE CHILDREN | ||||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| FIRST MORAVIAN CHURCH | ||||||||
| 304 SOUTH ELAM AVE | GREENSBORO | NC | 27403 | PUBLIC | TO SUPPORT THIER MISSION | $3,000 | ||
| FLIGHT 93 NATIONAL MEMORIAL | ||||||||
| NATIONAL CONTRIBUTION PROCESSING CENTER | BOX 96591 | WASHINGTON | DC | 20090 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| FREEDOM ALLIANCE | ||||||||
| 22570MARKEY CT | STERLING | VA | 20166 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 240 | |
| FRIENDS FOREVER | ||||||||
| BOX 77262 | GREENSBORO | NC | 27417 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| FRIENDS HOME | ||||||||
| 925 NEW GARDEN ROAD | GREENSBORO | NC | 27410 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| GEORGE BUSH PRESIDENTIAL CENTER | ||||||||
| BOX 560887 | DALLAS | TX | 75356 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| GIDEON GROVE UMC | ||||||||
| BOX 444 | STOKESDALE | NC | 27357 | PUBLIC | TO SUPPORT THIER MISSION | $5,000 | ||
| GIDEONS GREENSBORO NW CAMP | ||||||||
| BOX 19524 | GREENSBORO | NC | 27419 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| GREENSBORO SYMPHONY | ||||||||
| 200 NORTH DAVIE STREET | GREENSBORO | NC | 27401 | PUBLIC | TO SUPPORT THIER MISSION | $500 | BOX 10 | |
| GREENSBORO URBAN MINISTRY | ||||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27406 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| BOX 3402 | GREENSBORO | NC | 27402 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | ||
| HOSPICE AND PALLATIVE CARE | ||||||||
| 2500 SUMMIT AVE | GREENSBORO | NC | 27405 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| HUMANE SOCIETY OF THE PIEDMONT | ||||||||
| 4527 WEST WENDOVER AVE | GREENSBORO | NC | 27409 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| MAKE A WISH TRIAD | ||||||||
| 212 S TRYON ST | CHARLOTTE | NC | 28281 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 1080 | |
| MARCH OF DIMES | ||||||||
| BOX 2547 | DECATUR | IL | 62525 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| MDA | ||||||||
| 3300 EAST SUNRISE DR | TUCSON | AZ | 85718 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| N MYRTLE BEACH RESCUE SQUAD | ||||||||
| PO BOX 555 | N MYRTLE BEACH | SC | 29597 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| NATIONAL MS | ||||||||
| CENTRAL NE CHAPTER | 2211 MEADOWVIEW STE 30 | GREENSBORO | NC | 27407 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | |
| NC VET MED FOUNDATION NCSU | ||||||||
| BOX 8401 | RALEIGH | NC | 27605 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| NC WILDLIFE | ||||||||
| BOX 10626 | RALEIGH | NC | 27690 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| NC ZOOLOGICAL SOCIETY | ||||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | PUBLIC | TO SUPPORT THEIR MISSION | $5,000 | ||
| OPERATION SMILE | ||||||||
| 502 E CORNWALLIS DR | GREENSBORO | NC | 27405 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE L | |
| RIDDLE EVANGELISTIC ASSOCIATION | ||||||||
| PO BOX 1399 | PILOT MOUNTAIN | NC | 27041 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | ||
| SAMARITANS PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| SENIOR & DISABLED FUND | ||||||||
| BOX 85 | SAN BERNARDINO | CA | 92410 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| SOLDIERS ANGELS | ||||||||
| 200 NE LOOP 410 | SAN ANTONIO | TX | 78217 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 310 | |
| SYLVAN HEIGHTS | ||||||||
| DRAWER 368 | SCOTLAND NECK | NC | 27874 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| SPECIAL OLYMPICS OF NC | ||||||||
| 2200 GATEWAY CENTER BLVD | MORRISVILLE | NC | 27560 | PUBLIC | TO SUPPORT THEIR MISSION | $500 | SUITE 201 | |
| GREENSBORO TEEN CHALLENGE | ||||||||
| PO BOX 77914 | GREENSBORO | NC | 27417 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| THE ARTHRITIS FOUNDATION | ||||||||
| BOX 19828 | CHARLOTTE | NC | 28219 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| THE MUSIC ACADEMY | ||||||||
| 127 BEAMAN PL | GREENSBORO | NC | 27410 | PUBLIC | TO SUPPORT THIER MISSION | $500 | SUITE 100 | |
| THE SALVATION ARMY | ||||||||
| BOX 5310 | GREENSBORO | NC | 27435 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| THE SERVANT CENTER | ||||||||
| 1312 LEXINGTON AVE | GREENSBORO | NC | 27403 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| THE USO | ||||||||
| UNITED SERVICE ORGANIZATIONS | PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| TRIAD GOLDEN RETRIEVER RESCUE | ||||||||
| 2 FLEMING TERRACE CIRCLE | GREENSBORO | NC | 27410 | PUBLIC | TO SUPPORT THIER MISSION | $2,000 | ||
| TRIAD HEALTH PROJECT | ||||||||
| BOX 5716 | GREENSBORO | NC | 27435 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| U S OLYMPIC COMMITTIE | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | PUBLIC | TO SUPPORT THIER MISSION | $500 | ||
| UNC TV | ||||||||
| CUSTOMER CARE | BOX 14900 | RESEARCH TRIANGLE PARK | NC | 27709 | PUBLIC | TO SUPPORT THIER MISSION | $500 | |
| UNITED ANIMAL COALITION | ||||||||
| BOX 8 | JAMESTOWN | NC | 27282 | PUBLIC | TO SUPPORT THIER MISSION | $200 | ||
| WOUNDED WARRIORS | ||||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | PUBLIC | TO SUPPORT THIER MISSION | $1,000 | SUITE 300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,900 | 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 | $5,027 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,720 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $934 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,364 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,317 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,317 | 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 | $245,556 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| HALYARD HEALTH INC | 2014-10 | PURCHASE | 2015-06 | $763 | $667 | $96 |
| KRAFT FOODS GRP INC | 2014-10 | PURCHASE | 2015-07 | $1,650 | $1,650 | |
| TWITTER INC | 2014-08 | PURCHASE | 2015-06 | $7,210 | $8,998 | -$1,788 |
| TWITTER INC | 2014-10 | PURCHASE | 2015-06 | $7,210 | $9,740 | -$2,530 |
| AFLAC INC | 2013-07 | PURCHASE | 2015-12 | $6,054 | $5,859 | $195 |
| AFLAC INC | 2014-10 | PURCHASE | 2015-12 | $6,054 | $5,609 | $445 |
| HALYARD HEALTH INC | 2013-07 | PURCHASE | 2015-06 | $254 | $205 | $49 |
| KRAFT FOODS | 2013-07 | PURCHASE | 2015-07 | $1,650 | $1,650 | |
| OWENS & MINOR INC HLDGS | 2013-07 | PURCHASE | 2015-12 | $5,094 | $5,529 | -$435 |
| OWENS & MINOR INC HLDGS | 2014-10 | PURCHASE | 2015-12 | $4,833 | $5,529 | -$696 |
| MERRICK BK CD | 2014-12 | PURCHASE | 2015-12 | $200,000 | $200,000 | |
| SAFRA NB NY CD | 2014-10 | PURCHASE | 2015-10 | $100,000 | $100,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SAFRA NATL BK OF NY NEW YORK NY CD | ||
| MERRICK BANK SOUTH JORDAN UT CD | ||
| COMENITY CAP BK SALT LAKE CITY UT CD | $100,000 | $100,050 |
| BARCLAYS BK DE WILMINGTON DE CD | $200,000 | $200,060 |
| GE CAP BK INC SALT LAKE CITY UT CD | $100,000 | $100,075 |
| GOLDMAN SACHS USA NEW YORK CD | $50,000 | $50,062 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | ||
| AT & T | $16,798 | $17,205 |
| ALTRIA GROUP INC | $8,223 | $11,642 |
| AMGEN INC | $22,899 | $32,466 |
| APPLE INC | $15,666 | $21,052 |
| BP PLC | $15,680 | $15,630 |
| CHEVRON CORP | $41,765 | $35,984 |
| CISCO SYSTEMS INC | $4,729 | $5,431 |
| COCA COLA COMPANY | $8,543 | $8,592 |
| EMERSON ELECTRIC COMPANY | $11,643 | $9,566 |
| EXXON MOBILE CORP | $18,062 | $15,590 |
| GENERAL ELECTRIC COMPANY | $25,409 | $31,150 |
| GENERAL MILLS INC | $9,890 | $11,532 |
| GILEAD SCIENCES INC | $19,545 | $20,238 |
| HALYARD HEALTH INC | ||
| INTERNATIONAL PAPER CO | $9,183 | $7,540 |
| JOHNSON & JOHNSON | $28,984 | $30,816 |
| JOHNSON CONTROLS INC | $19,719 | $19,745 |
| KIMBERLY CLARK CORP | $20,116 | $25,460 |
| KRAFT HEINZ CO | $11,056 | $14,552 |
| LINCOLN NATIONAL CORP INC | $8,666 | $10,052 |
| LOWES COMPANIES INC | $9,533 | $15,208 |
| MCDONALDS CORP | $27,525 | $35,442 |
| MERCK & COMPANY INC NEW | $10,720 | $10,564 |
| OWENS & MINOR INC HOLDING CO | ||
| PFIZER INC | $11,429 | $12,912 |
| PROCTOR & GAMBLE CO | $16,485 | $15,882 |
| QUALCOMM INC | $51,940 | $49,985 |
| TWITTER INC | ||
| VERITIV CORP | $35 | $36 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMERON AT THE SUMMIT PROP | AT COST | $208,869 | $211,899 |
| BELL HNW FUND V LLC | AT COST | $160,066 | $207,461 |
| BELL HNW HORIZONS LLC | AT COST | $176,059 | $200,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BUSINESS SUPPLIES | $105 | $105 |
| BELL HNW FUND V LLC | -$3,867 | -$3,867 |
| INVESTMENT DEPRECIATION | $22,163 | $22,163 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CAMERON AT THE SUMMIT K1 | $618 | $618 |
| BELL HNW HORIZONS LLC K1 | $316 | $316 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $5,047 | Amt |
| Net Investment Income | $5,047 | NetInvestmentIncomeAmt |