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ROSS ANGEL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROSS ANGEL FOUNDATION (EIN 56-2013753)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-15
IRS object ID
201532279349100603
Schema version
2014v5.0
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)
Return2015-08-15T13:40:58-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271033346PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREEDOM ACCOUNTING AND BUSINESS SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 SPRING GARDEN ST E STEAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBETTY GAYDONPreparerPersonNm
PTINP00066078PTIN
Phone3368544141PhoneNum
Preparation2015-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,203,082FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,850,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$125InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$125InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,119DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,119DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,645NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,068GrossSalesPriceAmt
Other Income Rev And Expnss$5,451OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,451OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,855,050TotalRevAndExpnssAmt
Total Net Invst Incm$8,695TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$4,500LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$4,500LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,595OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,595OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$14,795OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,795OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,390TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,490TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,390TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,773,560ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$119,506CashBOYAmt
Cash EOY$91,129CashEOYAmt
Cash EOYFMV$113,417CashEOYFMVAmt
Sav And Temp Cash Invst BOY$248,386SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$664,478SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$664,478SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$359,931CorporateStockEOYAmt
Corporate Stock EOYFMV$398,154CorporateStockEOYFMVAmt
Corporate Bonds EOY$698,881CorporateBondsEOYAmt
Corporate Bonds EOYFMV$700,000CorporateBondsEOYFMVAmt
Other Investments EOY$327,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$327,033OtherInvestmentsEOYFMVAmt
Total Assets BOY$367,892TotalAssetsBOYAmt
Total Assets EOY$2,141,452TotalAssetsEOYAmt
Total Assets EOYFMV$2,203,082TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$367,892CapitalStockBOYAmt
Retained Earning EOY$2,141,452RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$367,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,141,452TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,141,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,773,560ExcessRevenueOverExpensesAmt
Subtotal$2,141,452SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,141,452TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$65,488AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$249,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.262396DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$467,097NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.099979DistributionYr2Rt
Adjusted Qlfy Distri Yr3$110,078AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$495,517NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.222148DistributionYr3Rt
Total Distribution0.584523TotalDistributionRt
Average Distribution0.194841AverageDistributionRt
Net Vl Noncharitable Assets$2,170,036NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$422,812AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$422,812AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
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 RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRUSSELLENE ANGELIndividualWithBooksNm
Phone3362922227PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13011 B SPRING GARDEN STREETAddressLine1Txt
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUSSELLENE ANGEL
3011 B SPRING GARDEN STGREENSBORONC27403PRESIDENT1.00$0$0$0
RICHARD FORMAN
3011 B SPRING GARDEN STGREENSBORONC27403SECRETARY/TR1.00$0$0$0
WILLIAM R JOHNSON JR
3011 B SPRING GARDEN STGREENSBORONC27403VICE PRESIDE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,098,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$777,895AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$327,033FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,203,082TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,203,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,046CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,170,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,502MinimumInvestmentReturnAmt
Distributable Before Adj$108,502DistributableBeforeAdjAmt
Distributable Before Ded$108,502DistributableBeforeDedAmt
Distributable As Adjusted$108,502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,100ExpensesAndContributionsAmt
Qualifying Distributions$65,100QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,502DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$110,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,700ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$213,836TotalExcessDistributionCyovAmt
Qualifying Distributions$65,100QualifyingDistributionsAmt
Applied To Current Year$65,100AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$43,402ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$43,402ExcessDistributionCyovAppCYAmt
Total Corpus$170,434TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$170,434ExcessDistriCyovToNextYrAmt
Excess From Year3$66,598ExcessFromYear3Amt
Excess From Year2$46,700ExcessFromYear2Amt
Excess From Year1$57,136ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMERS ASSOCIATION
PIEDMONT OFFICE3800 SHAMROCK RDCHARLOTTENC28215PUBLICTO SUPPORT THIER MISSION$500
AMERICAN BIBLE SOCEITY
BOX 96812WASHINGTONDC20090PUBLICTO SUPPORT THIER MISSION$200
AMERICAN CANCER SOCEITY
SOUTH ATLANTIC DIVISIONBOX 41912RALEIGHNC27629PUBLICTO SUPPORT THIER MISSION$500
AMERICAN DIABETES ASSOCIATION
BOX 1834MERRIFIELDVA22116PUBLICTO SUPPORT THIER MISSION$500
AMERICAN HEART ASSOCIATION
101 CENTERPOINT DRGREENSBORONC27409PUBLICTO SUPPORT THIER MISSION$500SUITE 130
AMERICAN LUNG ASSOCIATION
514 DANIELS STREETRALEIGHNC27605PUBLICTO SUPPORT THIER MISSION$500SUITE 109
AMERICAN RED CROSS
PO BOX 14710GREENSBORONC27415PUBLICTO SUPPORT THIER MISSION$500
ARTS GREENSBORO
BOX 877GREENSBORONC27402PUBLICTO SUPPORT THIER MISSION$500
BARIUM SPRINGS HOME FOR CHILDREN
PO BOX 1BARIUM SPRINGSNC28010PUBLICTO SUPPORT THIER MISSION$500
BILLY GRAHAM ASSOCIATION
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201PUBLICTO SUPPORT THIER MISSION$500
BOYS AND GIRLS HOME OF NC
PO BOX 127LAKE WACCAMAWNC28450PUBLICTO SUPPORT THIER MISSION$500
CAMPBELL UNIVERSITY
BOX 116BUIES CREEKNC27506PUBLICTO SUPPORT THIER MISSION$10,000
CHILDRENS HOME SOCEITY
PO BOX 14608GREENSBORONC27415PUBLICTO SUPPORT THIER MISSION$1,000
CITY OF HOPE
1055 WILSHIRE BLVDLOS ANGELESCA90017PUBLICTO SUPPORT THIER MISSION$500SUITE 1200
COALITION TO SALUTE AMERICAS HEROS
BOX 1073SPRINGFIELDVA22151PUBLICTO SUPPORT THIER MISSION$500
CURE PSP
30 E PADONIA RDLUTHERVILLE TIMONIUMMD21093PUBLICTO SUPPORT THIER MISSION$200SUITE 201
DELEWARE VALLEY GOLDEN RETRIEVIER R
60 VERA CRUZ RDREINHOLDSPA17569PUBLICTO SUPPORT THIER MISSION$2,000
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741PUBLICTO SUPPORT THIER MISSION$500
DUKE CHILDRENS HOSPITAL
OFFICE OF DEVELOPMENTBOX 90581DURHAMNC27708PUBLICTO SUPPORT THIER MISSION$500
EASTER SEALS
BOX 28239RALEIGHNC27611PUBLICTO SUPPORT THIER MISSION$200
ELON HOME FOR CHILDREN
1717 SHARON RD WESTCHARLOTTENC28201PUBLICTO SUPPORT THIER MISSION$500
FEED THE CHILDREN
PO BOX 36OKLAHOMA CITYOK73101PUBLICTO SUPPORT THIER MISSION$200
FIRST MORAVIAN CHURCH
304 SOUTH ELAM AVEGREENSBORONC27403PUBLICTO SUPPORT THIER MISSION$3,000
FLIGHT 93 NATIONAL MEMORIAL
NATIONAL CONTRIBUTION PROCESSING CENTERBOX 96591WASHINGTONDC20090PUBLICTO SUPPORT THIER MISSION$500
FREEDOM ALLIANCE
22570MARKEY CTSTERLINGVA20166PUBLICTO SUPPORT THIER MISSION$500SUITE 240
FRIENDS FOREVER
BOX 77262GREENSBORONC27417PUBLICTO SUPPORT THIER MISSION$200
FRIENDS HOME
925 NEW GARDEN ROADGREENSBORONC27410PUBLICTO SUPPORT THIER MISSION$500
GEORGE BUSH PRESIDENTIAL CENTER
BOX 560887DALLASTX75356PUBLICTO SUPPORT THIER MISSION$500
GIDEON GROVE UMC
BOX 444STOKESDALENC27357PUBLICTO SUPPORT THIER MISSION$10,000
GIDEONS GREENSBORO NW CAMP
BOX 19524GREENSBORONC27419PUBLICTO SUPPORT THIER MISSION$500
GREENSBORO SYMPHONY
200 NORTH DAVIE STREETGREENSBORONC27401PUBLICTO SUPPORT THIER MISSION$500BOX 10
GREENSBORO URBAN MINISTRY
305 WEST LEE STREETGREENSBORONC27406PUBLICTO SUPPORT THIER MISSION$1,000
HABITAT FOR HUMANITY
BOX 3402GREENSBORONC27402PUBLICTO SUPPORT THIER MISSION$1,000
HOSPICE AND PALLATIVE CARE
2500 SUMMIT AVEGREENSBORONC27405PUBLICTO SUPPORT THIER MISSION$500
HUMANE SOCIETY OF THE PIEDMONT
4527 WEST WENDOVER AVEGREENSBORONC27409PUBLICTO SUPPORT THIER MISSION$500
MAKE A WISH TRIAD
212 S TRYON STCHARLOTTENC28281PUBLICTO SUPPORT THIER MISSION$500SUITE 1080
MARCH OF DIMES
BOX 2547DECATURIL62525PUBLICTO SUPPORT THIER MISSION$500
MDA
3300 EAST SUNRISE DRTUCSONAZ85718PUBLICTO SUPPORT THIER MISSION$500
N MYRTLE BEACH RESCUE SQUAD
PO BOX 555N MYRTLE BEACHSC29597PUBLICTO SUPPORT THIER MISSION$200
NATIONAL MS
CENTRAL NE CHAPTER2211 MEADOWVIEW STE 30GREENSBORONC27407PUBLICTO SUPPORT THIER MISSION$1,000
NC VET MED FOUNDATION NCSU
BOX 8401RALEIGHNC27605PUBLICTO SUPPORT THIER MISSION$500
NC WILDLIFE
BOX 10626RALEIGHNC27690PUBLICTO SUPPORT THIER MISSION$500
NC ZOOLOGICAL SOCIETY
4403 ZOO PARKWAYASHEBORONC27205PUBLICTO SUPPORT THEIR MISSION$5,000
OPERATION SMILE
502 E CORNWALLIS DRGREENSBORONC27405PUBLICTO SUPPORT THIER MISSION$500SUITE L
RIDDLE EVANGELISTIC ASSOCIATION
PO BOX 1399PILOT MOUNTAINNC27041PUBLICTO SUPPORT THIER MISSION$1,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607PUBLICTO SUPPORT THIER MISSION$500
SENIOR & DISABLED FUND
BOX 85SAN BERNARDINOCA92410PUBLICTO SUPPORT THIER MISSION$500
SOLDIERS ANGELS
200 NE LOOP 410SAN ANTONIOTX78217PUBLICTO SUPPORT THIER MISSION$500SUITE 310
SYLVAN HEIGHTS
DRAWER 368SCOTLAND NECKNC27874PUBLICTO SUPPORT THIER MISSION$500
SPECIAL OLYMPICS OF NC
2200 GATEWAY CENTER BLVDMORRISVILLENC27560PUBLICTO SUPPORT THEIR MISSION$500SUITE 201
GREENSBORO TEEN CHALLENGE
PO BOX 77914GREENSBORONC27417PUBLICTO SUPPORT THIER MISSION$500
THE ARTHRITIS FOUNDATION
BOX 19828CHARLOTTENC28219PUBLICTO SUPPORT THIER MISSION$500
THE MUSIC ACADEMY
127 BEAMAN PLGREENSBORONC27410PUBLICTO SUPPORT THIER MISSION$500SUITE 100
THE SALVATION ARMY
BOX 5310GREENSBORONC27435PUBLICTO SUPPORT THIER MISSION$500
THE SERVANT CENTER
1312 LEXINGTON AVEGREENSBORONC27403PUBLICTO SUPPORT THIER MISSION$200
THE USO
UNITED SERVICE ORGANIZATIONSPO BOX 96860WASHINGTONDC20077PUBLICTO SUPPORT THIER MISSION$500
TRIAD GOLDEN RETRIEVER RESCUE
2 FLEMING TERRACE CIRCLEGREENSBORONC27410PUBLICTO SUPPORT THIER MISSION$2,000
TRIAD HEALTH PROJECT
BOX 5716GREENSBORONC27435PUBLICTO SUPPORT THIER MISSION$500
U S OLYMPIC COMMITTIE
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909PUBLICTO SUPPORT THIER MISSION$500
UNC TV
CUSTOMER CAREBOX 14900RESEARCH TRIANGLE PARKNC27709PUBLICTO SUPPORT THIER MISSION$500
UNITED ANIMAL COALITION
BOX 8JAMESTOWNNC27282PUBLICTO SUPPORT THIER MISSION$200
WOUNDED WARRIORS
4899 BELFORT RDJACKSONVILLEFL32256PUBLICTO SUPPORT THIER MISSION$1,000SUITE 300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$125RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,119RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,451RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,645RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,050RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,050TotalIncomeProducingActyAmt

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 J ANGELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14826 COUNTRY WOODS LNAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27410ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,850,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TRANSOCEAN LTD NAMEN AKT2014-10PURCHASE2014-11$4,690$5,804-$1,114
TRANSOCEAN LTD NAMEN AKT2013-12PURCHASE2014-11$2,345$4,877-$2,532
VERITIV CORP2013-07PURCHASE2014-07$33$32$1

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SAFRA NATL BK OF NY NEW YORK NY CD$99,989$100,000
MERRICK BANK SOUTH JORDAN UT CD$199,740$200,000
COMENITY CAP BK SALT LAKE CITY UT CD$99,945$100,000
BARCLAYS BK DE WILMINGTON DE CD$199,482$200,000
GE CAP BK INC SALT LAKE CITY UT CD$99,725$100,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AFLAC INC$11,468$12,218
AT & T$16,798$16,795
ALTRIA GROUP INC$8,223$9,854
AMGEN INC$22,899$31,858
APPLE INC$15,666$22,076
CHEVRON CORP$22,407$22,436
CISCO SYSTEMS INC$4,729$5,563
COCA COLA COMPANY$8,543$8,444
EMERSON ELECTRIC COMPANY$11,643$12,346
EXXON MOBILE CORP$18,062$18,490
GENERAL ELECTRIC COMPANY$9,545$10,108
GENERAL MILLS INC$9,890$10,666
GILEAD SCIENCES INC$19,545$18,852
HALYARD HEALTH INC$871$1,137
INTERNATIONAL PAPER CO$9,183$10,716
JOHNSON & JOHNSON$18,596$20,914
JOHNSON CONTROLS INC$7,633$9,668
KIMBERLY CLARK CORP$20,116$23,108
KRAFT FOODS GRP INC$11,056$12,532
LINCOLN NATIONAL CORP INC$8,666$11,534
LOWES COMPANIES INC$9,533$13,760
MCDONALDS CORP$27,525$28,110
MERCK & COMPANY INC NEW$10,720$11,358
OWENS & MINOR INC HOLDING CO$9,927$10,533
PFIZER INC$11,429$12,460
PROCTOR & GAMBLE CO$16,485$18,218
TWITTER INC$18,738$14,348
VERITIV CORP$35$52

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAMERON AT THE SUMMIT PROPFMV$235,601$235,601
BELL HNW FUND V LLCFMV$91,432$91,432

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,500LegalFeesAmt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
SCHEDULE K1$14,795$14,795

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAMERON AT THE SUMMIT K1Desc
Revenue And Expenses Per Books$5,451RevenueAndExpensesPerBooksAmt
Net Investment Income$5,451NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$1,595Amt
Net Investment Income$1,595NetInvestmentIncomeAmt