THE BELL FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE BELL FAMILY FOUNDATION (EIN 58-6367642)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201521359349102262
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T18:37:57Z | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H AND R BLOCK | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 HOG MOUNTAIN RD | AddressLine1 |
| City | WATKINSVILLE | City |
| State | GA | State |
| ZIP Code | 30677 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586367642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELL FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 4048488084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 HABERSHAM RD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRIFFIN B BELL JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4048488084 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ruth Daniel | PreparerPersonNm |
| PTIN | P00110410 | PTIN |
| Phone | 7067695596 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $382,262 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,005 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,005 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,005 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,593 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,593 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $14,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,598 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,598 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,483 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,598 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,384 | CashBOYAmt |
| Cash EOY | $5,259 | CashEOYAmt |
| Cash EOYFMV | $5,259 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,133 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,914 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $664 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $664 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $194,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $237,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,870 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $366,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $361,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $394,493 | CapitalStockBOYAmt |
| Capital Stock EOY | $366,597 | CapitalStockEOYAmt |
| Retained Earning BOY | -$27,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$4,885 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $361,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $361,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,885 | ExcessRevenueOverExpensesAmt |
| Subtotal | $361,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $361,712 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $292 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $292 | SubtotalAmt |
| Tax Based On Investment Income | $292 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $292 | 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 |
| 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 | GA | 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 | GRIFFIN B BELL JR | IndividualWithBooksNm |
| Phone | 4048488084 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2555 HABERSHAM RD | AddressLine1 |
| Country | GA | Country |
| Postal Code | 30305 | PostalCode |
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 |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2009 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2010 | UndistributedIncomePY2Yr |
| 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 |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GRIFFIN B BELL JR | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | TRUSTEE | 2.00 | $0 |
| GRIFFIN B BELL III | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | TRUSTEE | 2.00 | $0 |
| GRIFFIN B BELL JR | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | DISTRI COMMITTEE | 0.00 | $0 |
| GRIFFIN BELL III | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | DISTRI COMMITTEE | 0.00 | $0 |
| GLENDA M BELL | ||||||
| 2555 HABERSHAM RD | Atlanta | GA | 30305 | DISTRI COMMITTEE | 0.00 | $0 |
| KATHERINE MCCLURE | ||||||
| 737 WOODWARD WAY | Atlanta | GA | 30327 | DISTRI COMMITTEE | 0.00 | $0 |
| JESSICA BELL | ||||||
| 529 AVERY ST | Decatur | GA | 30030 | DISTRI COMMITTEE | 0.00 | $0 |
| CHRISTIAN MCCCLURE | ||||||
| 737 WOODWARD WAY | Atlanta | GA | 30327 | DITRI COMMITTEE | 0.00 | $0 |
| NANCY K BELL | ||||||
| 1180 PEACHTREE ST | Atlanta | GA | 30309 | DISTRI COMMITTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $292 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $292 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | GENERAL OPERATIONS | $2,500 | |
| AMERICUS FIRST METHODIST CHURCH | ||||||
| 200 SOUTH LEE STREET | AMERICUS | GA | 31709 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| BASSETT HOUND RESCUE | ||||||
| PO BOX 680322 | MARIETTA | GA | 30068 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| CHILDRENS HEALTHCARE OF ATLANTA | ||||||
| 1001 JOHNSON FERRY RD NE | ATLANTA | GA | 30342 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| COMMUNITY CARE CLINIC | ||||||
| 52 AUNT DORA DR | HIGHLANDS | NC | 28741 | GENERAL OPEATIONS | $500 | 5 - PC |
| DISABILITY CONNECTION | ||||||
| 170 COLLEGE ST | MACON | GA | 31201 | GENERAL OPERATIONS | $500 | 5 - PC |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | GENERAL OPERATIONS | $1,500 | 5 - PC |
| GA SOUTHWEST UNIVERSITY | ||||||
| 800 GA SOUTHWESTERN STATE UNIV DR | AMERICUS | GA | 31709 | GENERAL OPERATIONS | $1,250 | 5 - PC |
| HIGHLANDS LAND TRUST | ||||||
| 348 SOUTH FIFTH ST | HIGHLANDS | NC | 28741 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| HIGHLANDS HISTORICAL SOCIETY | ||||||
| PO BOX 670 | HIGHLANDS | NC | 28741 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| HUMANE SOCIETY | ||||||
| 200 GABLE ST | CASHIERS | NC | 28774 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| SOUTH GA TECHNICAL COLLEGE | ||||||
| PO BOX 6102 | AMERICUS | GA | 31709 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| SUMTER HISTORICAL SOCIETY | ||||||
| PO BOX 100 | AMERICUS | GA | 31709 | GENERAL OPERATIONS | $1,250 | 5 - PC |
| SHEPHARD CLINIC | ||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | GENERAL OPERATIONS | $1,000 | 5 - PC |
| INTERNATIONAL JUSTICE MISSION | ||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | GENERAL OPERATIONS | $500 | 5 - PC |
| CURE SANFILIPPO FOUNDATION | ||||||
| PO BOX 6901 | COLUMBIA | SC | 29260 | GENERAL OPEATIONS | $2,000 | 5 - PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,005 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,598 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,250 | Amt |
Compensation Explanation CompensationExplanation
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000SH AT&T INC COMMON | $25,882 | $35,360 |
| 1000SH FLOWERS FOODS INC | $22,028 | $21,080 |
| 1000SH SOUTHERN CO | $42,669 | $45,380 |
| 5000SH TOTAL SYS SVCS INC | $147,077 | $157,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORTGAGE FUND III LLC | CategoryOrItemTxt |
| Book Value | $100,000 | BookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Officer Travel Advance | $664 | OfficerTravelAdvanceAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $228 | Amt |